Recent News
- Client Letter | AI Innovation and Profits Fuel Market Confidence | September 2, 2026
LPL Research explains how broad earnings growth and economic strength continue to support markets while volatility creates potential opportunities.
- Rate & Credit View | A Normalization, Not a Crisis. Yet. | September 2, 2026
LPL Research believes higher-for-longer rates may benefit income investors as bond yields remain near their most attractive levels in years.
- Weekly Market Commentary | The Cash Flow Case for Value | August 31, 2026
LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets.
- Beyond the Numbers | Value, Cash Flow, and the Capital Cycle | August 27, 2026
LPL Research explores the resurgence of value investing, highlighting free cash flow yield, market regime shifts, and AI-driven capital spending.
- Weekly Market Commentary | Stock Market Tug of War: Earnings vs. Rates | August 24, 2026
LPL Research explores how strong earnings growth, AI-driven profits, and rising estimates are supporting stocks despite pressure from higher interest rates.
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...