Each week the LPL Financial Research team assembles thoughtful insight on market and economic news. Check back weekly for more Information!
- Thirty-Thousand Feet | Commodities at the Crossroads of Cycle & Value | April 17, 2026
LPL Research examines how inventory cycles and relative value shifts may be setting the stage for a new phase of commodity market opportunity.
- Rate and Credit View | Looking Beyond U.S. Bonds: The Case for Global Fixed Income | April 15, 2026
LPL Research explains why adding global bonds may boost income and diversification, while noting currency and credit risks.
- Weekly Market Commentary | The Economy Takes Multiple Shocks in Stride | April 13, 2026
LPL Research reviews inflation, growth, and global financial conditions, showing why the economy continues to withstand multiple shocks.
- Market Insight Quarterly | Q1 2026
LPL Research assesses Q1 conditions as geopolitics reshape markets, oil spikes, earnings hold, and risks persist amid uncertainty.
- Tactical Asset Allocation Guide | Outlook Brightens as Iran Off Ramp Emerges | April 8, 2026
LPL Research analyzes a shifting outlook as markets contend with geopolitical risk from the U.S.–Iran conflict and higher energy prices. The committee remains neutral on equities and core bonds while favoring large‑cap growth, select sectors, and energy commodities, emphasizing diversification amid continued volatility.
- Economic Navigator | Charting the Course Amid the Storm | April 8, 2026
LPL Research highlights key signals to watch amid geopolitical stress, focusing on inflation risks, growth resilience, and financial conditions.
- Weekly Market Commentary | Lessons From Past Conflicts for Today’s Stock Market | April 6, 2026
LPL Research looks to the past for lessons on geopolitical uncertainty and its potential impact on equities.
- Equity Strategy Insights | Perspectives on Market Volatility Amid Ongoing Geopolitical Risk | April 2, 2026
LPL Research analyzes recent market volatility, oil price shocks, and earnings trends, explaining why patience may be rewarded despite near term uncertainty.
- Weekly Market Commentary | Earnings Likely to Grow Double-Digits Again; Will Markets Care? | March 30, 2026
LPL Research explains why solid earnings, AI investment, and economic resilience underpin stocks, even as oil prices and volatility pressure markets.
- Client Letter | Long-term Resilience During Geopolitical Instability | April 1, 2026
LPL Research examines the Iran conflict and its potential market impact, acknowledging the risks posed by geopolitical tensions and energy market disruptions. Even so, the firm sees a constructive economic backdrop, with evolving conditions creating opportunities across select areas of the market amid resilient underlying fundamentals.
