Recent News
- Weekly Market Commentary | Has AI Become a Rates Story? | November 2, 2026
LPL Research explores how AI spending is becoming a key driver of interest rates, bond supply, credit markets, and the outlook for fixed income.
- Rate and Credit View | Financing the Future: AI’s Impact on the Bond Market | October 28,2026
LPL Research examines how the AI buildout is affecting rates and credit markets and creating opportunities for bond investors.
- Weekly Market Commentary | Big Numbers, Big Expectations: Three Keys to Earnings Season | October 26, 2026
LPL Research examines three keys to earnings season: broader profit growth, margin pressures, and high expectations amid continued AI investment.
- Equity Strategy Insights | The Bar is High for Corporate America This Earnings Season | October 21, 2026
LPL Research examines strong earnings as AI investment, broadening profit growth, and margin pressures shape the market outlook.
- Weekly Market Commentary | Moats vs. Inertia: Unpacking the Personal AI Agent Threat | October 19, 2026
LPL Research examines how personal AI agents may disrupt businesses that rely on consumer inertia while leaving strong competitive moats intact.
Blog
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s...
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...