Each week the LPL Financial Research team assembles thoughtful insight on market and economic news. Check back weekly for more Information!
- Weekly Market Commentary | Keep Calm and Clip Coupons | July 13, 2026
LPL Research examines how sticky inflation, Fed leadership changes, and AI-driven borrowing are shaping the fixed income outlook for 2026.
- Tactical Asset Allocation Guide | Policy, Buildouts, and Bottlenecks to Shape Markets in the Second Half | July 10, 2026
LPL Research highlights tactical asset allocation strategies for July 2026, including U.S. equity preferences, bond opportunities, and AI themes.
- Market Insight Quarterly | Q2 2026
This quarterly publication helps provide clarity and context to the issues affecting the economy, stock and bond market.
- Midyear Outlook 2026 Client Letter | July 7, 2026
LPL Research provides a few key takeaways from their Midyear Outlook report, which is now available.
- Midyear Outlook 2026 | Policy, Buildouts, & Bottlenecks | July 7, 2026
LPL Research’s 2026 Midyear Outlook provides data-driven forecasts to economic and investing insights, picking up where the Outlook left off — building on prior themes and exploring new ones.
- Post Title
- Weekly Market Commentary | Has Stock Market Exuberance Become Irrational?
LPL Research examines current market and investor sentiment in an effort to gauge current levels of exuberance.
- Client Letter | AI Momentum Cools as Broader Market Strength Emerges
LPL Research analyzes a market pause following strong AI-driven gains, while the economy remains resilient, inflation, Fed policy, geopolitical developments, and continued AI investment remain key drivers of the outlook.
- Equity Strategy Insights | Post-SpaceX IPO, Is Irrational Exuberance Back?
LPL Research analyzes recent market activity, investor sentiment, and the current IPO landscape in an attempt to determine current levels of exuberance.
- Weekly Market Commentary | Kevin Warsh Could Shake Up the Fed | June 22, 2026
LPL Research examines Warsh’s evolving Fed approach, infrastructure-led growth, and the impact of China demand on oil prices.
