LPL Research

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…..

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…..

Equity Strategy Insights | Blowout Earnings Raise the Floor; Technical Breakout Raises the Ceiling | August 18, 2026

LPL Research highlights how broad-based earnings strength and rising profit expectations are helping build a stronger foundation for equities...

Weekly Market Commentary | Shifting Leadership in Global Growth | August 17, 2026

LPL Research explores shifting global growth leadership, cooling emerging markets, Fed policy expectations, and foreign demand for U.S. Treasuries...

Economic Navigator | Show Me the Money. We’ll Deflate It Later | August 12, 2026

LPL Research explains why resilient economic growth, easing inflation, and strong business investment continue to support a constructive outlook for…..

Tactical Asset Allocation Guide | Breakout to New Highs Increases Conviction in U.S. Equities Overweight | August 11, 2026

LPL Research maintains an overweight to U.S. equities as AI-driven earnings and resilient growth support markets, while favoring quality and…..

Weekly Market Commentary | Municipal Bond Outlook: Why Carry Is the Strategy | August 10, 2026

LPL Research outlines how a Fed on hold, strong reinvestment demand, and elevated yields create compelling opportunities in municipal bonds...