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
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...