Recent News
- Weekly Market Commentary | What's Holding Up Record Margins? | September 21, 2026
LPL Research analyzes S&P 500 margin expansion, assessing how much is structural versus cyclical and what that means for future earnings forecasts.
- Beyond the Numbers | Are Margins Still Mean Reverting? | September 17, 2026
LPL Research explores why profit margins have reached record highs and which structural, cyclical, and temporary forces may shape what comes next.
- Weekly Market Commentary | What History Says About Fed Hikes and Stocks | September 14, 2026
LPL Research reveals what past rate-hike cycles can teach investors and why today's market backdrop remains supportive.
- Economic Navigator | When Higher Rates Don’t Bite | September 9, 2026
LPL Research examines a changing global economy, resilient U.S. growth, evolving inflation trends, and why higher rates may not bite as expected.
- Tactical Asset Allocation Guide | Higher Rates, Higher Hurdles | September 10, 2026
LPL Research examines how higher interest rates, sticky inflation, and shifting market leadership are shaping tactical portfolio positioning.
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...