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
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...