LPL Research explains how America’s declining reliance on oil and rising geopolitical risks shape inflation, growth expectations, and volatility in 2026.
LPL Research kept its overall market outlook steady for March, but upgraded industrials to overweight due to strong momentum and supportive fundamentals. Meanwhile, consumer discretionary was downgraded to underweight amid weak relative strength, consumer fatigue from higher oil prices, and stretched valuations. The committee still favors large caps and growth tilted exposure, expecting volatility but shallow pullbacks supported by earnings strength and anticipated Fed cuts.
LPL Research explains key economic trends in 2026, from shifting labor conditions to oil market risks, offering clear insights for investors.
LPL Research reviews how the Iran conflict is affecting markets, highlighting energy risks, market resilience, and what investors should watch in the weeks ahead.
LPL Research addresses the escalating Iran conflict and its market impact. Despite geopolitical tensions disrupting energy markets, the 2026 outlook remains constructive, supported by fiscal stimulus, AI investment, and strong earnings growth.
LPL Research outlines how AI disruption is shaping equity markets and highlights sectors like semis, healthcare, energy, and EM that may help mitigate AI related risks.
Looking beyond recent dividend strategies' performance, LPL Research asks and answers the question “How should I think about dividend stocks or building an equity income portfolio?”
LPL Research highlights sharp sector rotations, shifting leadership trends, and key market drivers shaping allocations.
LPL Research analyzes how AI disruption is reshaping leveraged software credit markets, widening risks in loans and private credit while challenging bond investors.
Explore LPL Research’s 2026 SAA update, featuring equity shifts, bond strategy, and purposeful diversification to support steady long‑term portfolio outcomes.
LPL Research is provides their updated Capital Market Assumptions (CMA) and Strategic Asset Allocation (SAA).
LPL Research analyzes recent market activity, AI anxieties, and possible directions the new technology could be heading in.
In this edition of the Economic Navigator, we will give you a look behind the curtain to show the data underpinning our views expressed in our 2026 Outlook: The Policy Engine as we adapt to changing conditions by integrating macroeconomic factors.
LPL Research highlights five reasons emerging markets look attractive in 2026, from dollar weakness to accelerating earnings and AI-driven growth.
LPL Research examines how Fed Chair news, productivity gains, and strong earnings support market stability as investors face volatility.
LPL Research examines how the Fed is entering 2026 amid constrained conditions and as growth and inflation meet an unsustainable fiscal trajectory.
LPL Research examines how rising productivity, AI adoption, and structural shifts toward services are supporting U.S. economic growth in 2026.
LPL Research explores the drivers behind the rally in metals, the associated risks, and the outlook for their durability.
LPL Research shares insights on 2026 municipal markets, including attractive yields, supply trends, and strategies to help investors navigate rate uncertainty.
LPL Research takes a look at fourth quarter earnings season as it unofficially kicks off this week with a dozen banks and asset managers in the S&P 500 slated to report.
LPL Research provides 2026 market insights on equities, bonds, and alternatives, highlighting policy tailwinds and AI-driven opportunities.
Market Insight Quarterly | Q4 2025
LPL Research reflects on 2025’s strong returns, key takeaways, and shares a forward-looking view for 2026 to help investors prepare.
LPL Research reviews 2025 market predictions: key wins, misses, and lessons across equities, fixed income, and the U.S. economy.
LPL Research forecasts income-driven returns for 2026, with neutral duration, cautious Fed policy, and tight credit spreads.
LPL Research examines why the bull market appears ready to continue its run in 2026, powered by AI enthusiasm and further easing of monetary policy from the Fed.
LPL Research explores how earnings trends impact stock performance, focusing on estimates and sector outlooks.
LPL Research offers 2026 Outlook: The Policy Engine, providing a comprehensive recap of the economy and market to date, plus a forecast into 2026.
LPL Research provides a few key takeaways from their Outlook report, which is now available.
LPL Research changes its view on alt strategies while noting November pullback could spark a year-end rally.
LPL Research reviews November’s gains and highlights key 2026 drivers — Fed policy, AI, and strategies to manage volatility.
LPL Research previews Outlook 2026, highlighting key market drivers — AI, elections, alternatives, and global risks — to help investors navigate volatility.
LPL Research examines a third quarter earnings season that is winding down over the next couple of weeks and has once again met Wall Street’s high expectations.
LPL explores whether bonds remain effective portfolio diversifiers amid shifting stock-bond correlations and evolving Fed policy.
In a year that could easily be defined by a few different words — including but not limited to tariffs, technology, or more broadly, uncertainty — capital markets have plugged along splendidly. LPL Research examines their early keys to 2026.
LPL Research’s November Global Portfolio Strategy: neutral equity stance, AI-driven tech strength, cautious fixed income outlook, and sector updates.
LPL Research explores how AI-driven investments and intellectual property are reshaping U.S. economic growth, capital flows, and market dynamics.
LPL Research reviews strong earnings, Fed policy signals, and easing trade tensions shaping the market outlook into year-end.
LPL Research reports on Fed rate cut, U.S.–China trade truce, strong earnings, and AI spending scrutiny amid narrowing market breadth and volatility risks.
LPL Research provides commentary on which risks should be paid attention to as the markets move into the final months of the year.
LPL explores evolving value investing strategies, macro risks, and overlooked market opportunities from the Latticework 2025 event.
LPL Research highlights early signs of stress in corporate credit markets, with rising defaults and tight spreads in leveraged and private credit.
This bull market enters year four with strong gains, driven by tech and AI. History suggests more upside ahead amid resilient growth and a dovish Fed stance.
This quarterly publication helps provide clarity and context to the issues affecting the economy, stock and bond market.
Despite historical weakness in September, the S&P 500 was tracking above bullish targets, emerging markets showed renewed strength, and the Fed resumed rate cuts. Find out more from LPL Research in the October Global Portfolio Strategy.
LPL Research provides a Q3 earnings preview highlighting strong AI-driven growth, resilient margins despite tariffs, and a positive outlook for corporate profits into 2026.
LPL addresses the U.S. government shutdown, its historical market impact, and the broader economic outlook. Despite near-term volatility, strong fundamentals, resilient earnings, and long-term growth drivers suggest continued market strength.
LPL Research explores whether investment-grade corporate bonds can rival U.S. Treasuries as the new risk-free asset amid rising national debt and political dysfunction.
LPL Research examines whether attractive valuations and technical strength in international equities can overcome weak growth, innovation, and earnings.
LPL Research analyzes recent market performance as Fed expectations, strong economic data, government shutdown concerns and more continue to have an impact.
LPL Research examines the potential effects of recent Fed actions.
LPL Research examines political shifts and fiscal concerns in Japan, France, the U.K., and the U.S. and its impact on bond yields.
LPL Research recaps a month of continued S&P 500 strength, reasons for a likely Fed rate cut, and small cap outperformance.
LPL sees bull market strength as stocks follow recovery trends, with AI growth, Fed cuts, and economic resilience driving upside.
LPL Research highlights Fed rate cuts, strong earnings, and a resilient market outlook amid seasonal risks and policy shifts.
Explore September stock market trends, S&P 500 seasonality, earnings growth, and Fed rate cut expectations in LPL Research’s Weekly Market Commentary.
LPL Research explores the U.S. dollar’s pivotal moment at a potential turning point in its long-term bull market.
LPL Research offers a comprehensive outlook on global markets, highlighting the impact of AI-driven earnings, evolving trade dynamics, and shifting interest rate expectations.
As July wrapped up and August got underway, investors were met with a whirlwind of market-moving events — from central bank speculation and a flurry of earnings reports to surprising economic data and shifting trade dynamics. LPL Research cuts through the noise to share key insights and help investors make sense of what’s ahead.
LPL Research analyzes the potential privatization of Fannie Mae and Freddie Mac and its impact on mortgage rates, credit access, and the MBS market.
LPL Research asks will second quarter results and guidance from corporate America be good enough to set up positive earnings surprises in the second half despite tariffs?
LPL Financial is pleased to offer 2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations, providing a comprehensive recap of the economy and market to date, plus a forecast through year-end.
This quarterly publication helps provide clarity and context to the issues affecting the economy, stock, and bond market.
LPL Research raised its S&P 500 and 10-year yield targets, along with an upgrade on two alternative investment strategies.
LPL Research provides a few key takeaways from their Midyear Outlook report, which is now available.
Markets sizzle — S&P hits new highs amid global shifts, AI buzz, and policy tailwinds. Can the rally keep cooking into year-end?
U.S. stocks settled sharply higher last month with the S&P 500 and Nasdaq delivering their best month since November 2023.
LPL Research discusses potential implications of latest tariff news, solid first quarter earnings results, and bond market headwinds.
LPL Research explores the temporary pause on tariffs with China, the impact on investor sentiment, and the ongoing strength of the U.S. dollar.
LPL Research discusses trade talks and their market outlook, noting progress but ongoing uncertainty due to tariff risks and economic conditions.
Major averages ended a volatile April mostly lower after paring back a deep correction in the wake of the April 2 reciprocal tariff announcement.
LPL highlights the stock market’s resilience, emphasizing downturns often create opportunities for disciplined, long-term investors.
LPL Research highlights the volatile month for the municipal bond market, the impact of supply outpacing demand, strong credit fundamentals, and more.
LPL Research discusses recent market advancements and what they might mean for investing.
LPL Research discusses another volatile week for markets, introduces a revised S&P 500 target, and assesses the likelihood of the lows recently being reached.
LPL Research provides perspective on recent volatility and the risk-reward trade-off for stocks following last week’s rebound.
U.S. equity markets extended declines in March, with the S&P 500 suffering its biggest monthly decline since December of 2022.
LPL Research discusses what they're focused on amidst recent market volatility.
LPL Research provides key takeaways from recent tariff news, including some potential silver linings.
LPL Research provides insights on recent trade tensions and encourages investors to focus on the long term.
LPL Research discusses tariffs' economic impact, noting economic uncertainty and potential slowdown.
LPL Research discusses how markets continue to struggle with trade uncertainty ahead of this week's big tariff announcements.
LPL Research discusses the Fed's approach to economic uncertainties, inflation, and adjustments to balance sheet runoff.
LPL Research explores the market correction, what signals imply selling may be over, and why solid fundamentals should provide a backstop from a bear market.
LPL Research discusses strategies for weathering market volatility.
Outlook 2025 provides in-depth analyses and insights from LPL Research’s leadership team to help you prepare for the upcoming year.
The LPL Research team evaluates the accuracy of their stock and bond market forecasts from 2024.
Will 2025 be the year for fixed income? LPL Research examines what could be in store for fixed income markets in the year ahead.
LPL Research discusses why they believe investors should give the bull market the benefit of the doubt.
LPL Research previews Q4 2024 earnings season, and thanks to the banks, it's off to a good start.
LPL Research discusses the distinct nature of investment horizons and examines when and why strategic and tactical perspectives may diverge.
LPL Research discusses the possibility of inflationary pressures reigniting under the new Trump presidency.
LPL Research downgrades the U.S. dollar from positive to neutral as sentiment was weighed down from multiple angles and tariff and trade uncertainty lingered.
LPL Research discusses what investors can take away from the stock market’s surprising ascent in 2024.
LPL Research shares some important factors that could determine the economic path for 2025.
LPL Research shares some important factors that could determine the economic path for 2025.
Stocks ended mostly lower in December as historically strong seasonality failed to materialize
LPL Research discusses the case for bull and bear markets in 2025.
LPL Research discusses the U.S. federal debt, yields, and Treasury Bills as the U.S. Treasury market enters a transition period in 2025.
LPL Research explores the latest round of tariff news and why the metals market is heating up.
The LPL Strategic and Tactical Asset Allocation Committee upgraded large growth and consumer discretionary, while downgrading small value and materials.
LPL Research discusses the U.S. economy's expected 2% growth, robust corporate earnings, and the impact of tariffs and AI on the market.
LPL Research provides a recap of fourth quarter earnings season and examines the feasibility of double-digit earnings growth in 2025.
