Market Commentary

LPL Research explores how a potential Warsh-led Fed could reshape policy, Treasury markets, and volatility amid rising deficits and shifting demand.
 

LPL Research assesses the case for an American Industrial Renaissance, focusing on manufacturing investment, supply‑chain resilience, and energy costs.
 

LPL Research assesses the case for an American Industrial Renaissance, focusing on manufacturing investment, supply‑chain resilience, and energy costs.
 

LPL Research examines the fixed income space as global bonds broaden yields and reduce U.S. concentration, offering diversified income and resilience via non‑U.S. developed and emerging markets.
 

LPL Research reviews inflation, growth, and global financial conditions, showing why the economy continues to withstand multiple shocks.
 

LPL Research looks to the past for lessons on geopolitical uncertainty and its potential impact on equities.
 

LPL Research explains why solid earnings, AI investment, and economic resilience underpin stocks, even as oil prices and volatility pressure markets.
 

LPL Research examines recent private credit activity in the face of growing sophistication from AI.
 

LPL Research explains how America’s declining reliance on oil and rising geopolitical risks shape inflation, growth expectations, and volatility in 2026.

LPL Research reviews how the Iran conflict is affecting markets, highlighting energy risks, market resilience, and what investors should watch in the weeks ahead.

Explore LPL Research’s 2026 SAA update, featuring equity shifts, bond strategy, and purposeful diversification to support steady long‑term portfolio outcomes.

Explore LPL Research’s 2026 SAA update, featuring equity shifts, bond strategy, and purposeful diversification to support steady long‑term portfolio outcomes.

LPL Research analyzes recent market activity, AI anxieties, and possible directions the new technology could be heading in.

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 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 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 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.

Discover key factors shaping 2026 markets — AI adoption, earnings growth, and policy trends in LPL’s Outlook preview - 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.

In a year that could easily be defined by a few different words capital markets have plugged along. LPL Research examines their keys to 2026.

LPL Research explores how AI-driven investments and intellectual property are reshaping U.S. economic growth, capital flows, and market dynamics.

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 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.

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.