Recent News
- Client Letter | Strong Earnings Continue to Power Stocks Higher | August 5, 2026
LPL Research examines how AI investment, strong corporate earnings, and resilient economic growth continue to support stocks despite ongoing uncertainty.
- Rate and Credit View | Municipal Market Midyear Outlook: Carry Is the Strategy | August 5, 2026
LPL Research explores how stable interest rates, record issuance, and strong investor demand are shaping the municipal bond market.
- Weekly Market Commentary | Constructive on Stocks in the Second Half as AI Debate Continues | August 3, 2026
LPL Research highlights strong corporate earnings, AI-driven growth, and a favorable equity outlook while monitoring inflation, oil prices, and risks.
- Equity Strategy Insights | Keys to Additional Stock Market Gains in the Second Half | July 29, 2026
LPL Research outlines the key drivers behind potential stock market gains in the second half of 2026, led by strong earnings, AI investment, and economic resilience.
- Weekly Market Commentary | Can Hyperscalers Earn Their AI Ambitions? | July 27, 2026
LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex.
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...