Recent News
- Equity Strategy Insights | Perspectives on Market Volatility Amid Ongoing Geopolitical Risk | April 2, 2026
LPL Research analyzes recent market volatility, oil price shocks, and earnings trends, explaining why patience may be rewarded despite near term uncertainty.
- Weekly Market Commentary | Earnings Likely to Grow Double-Digits Again; Will Markets Care? | March 30, 2026
LPL Research explains why solid earnings, AI investment, and economic resilience underpin stocks, even as oil prices and volatility pressure markets.
- Client Letter | Long-term Resilience During Geopolitical Instability | April 1, 2026
LPL Research examines the Iran conflict and its potential market impact, acknowledging the risks posed by geopolitical tensions and energy market disruptions. Even so, the firm sees a constructive economic backdrop, with evolving conditions creating opportunities across select areas of the market amid resilient underlying fundamentals.
- Beyond the Numbers | Energy Equities: Perspectives for the Current Cycle | March 26, 2026
LPL Research offers perspective on energy equities, showing how capital discipline and subsector dynamics are shaping the current oil and gas investment cycle
- Weekly Market Commentary | Private Credit Under Pressure: Liquidity Mismatches in an AI-Disrupted Cycle | March 23, 2026
LPL Research examines recent private credit activity in the face of growing sophistication from AI.
Blog
Outlook 2025: Pragmatic Optimism
Outlook 2025: Pragmatic Optimism By LPL Financial Research Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful...
Outlook 2024: A Turning Point
In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic...