Research
Midyear Outlook 2023 | The Path Towards Stability | July 12, 2023
At LPL Research, our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme we could all embrace six months ago and what we will continue to rally around through year-end. That’s not to say that 2023 hasn’t come with its own set of challenges. We saw two regional banks fail in rapid-fire succession in March—and
Weekly Market Commentary
- Rate and Credit View | Private Credit at a Crossroads: Stress, Liquidity, and the AI Disruption Cycle | March 2026
LPL Research explains how higher rates, AI disruption, and liquidity strains test private […]
- Weekly Market Commentary | Why Oil Prices Matter Less — But Still Move Headline Inflation | March 16, 2026
LPL Research explains how America’s declining reliance on oil and rising geopolitical risks shape […]
- Tactical Asset Allocation Guide | Staying the Course | March 10, 2026
LPL Research kept its overall market outlook steady for March, but upgraded industrials to […]
- Economic Navigator | From AI to Oil: The Forces Redefining Growth | March 11, 2026
LPL Research explains key economic trends in 2026, from shifting labor conditions to oil market […]
- Weekly Market Commentary | Markets Tested as Iran Conflict Continues | March 9, 2026
LPL Research reviews how the Iran conflict is affecting markets, highlighting energy risks, market […]
- Client Letter | Maintaining Course Through Geopolitical Uncertainty | March 4, 2026
LPL Research addresses the escalating Iran conflict and its market impact. Despite geopolitical […]
Market Signal Podcast
Macro. Market. Movers.
- Do Midterm Elections Matter for Markets? A Historical Perspective
LPL Research analyzes how midterm elections affect markets — midterms can rattle sentiment, but […]
- Earnings Strength Remains Amid Mideast Conflict
LPL Research assesses the potential effects of war in Iran on earnings, highlighting the resilience […]
- Weekly Market Performance — March 13, 2026
LPL's Weekly Market Performance for the week of March 9, 2026, highlights geopolitical […]
- Oil in the Driver’s Seat as Geopolitical Tensions Rise
LPL Research examines how the Iran conflict is influencing equity and oil markets.
- So…You Want to Build a Data Center
LPL Research explores what data center construction and operation tells us about the future of […]
- Treasury Market: Stuck Between Iran and a SaaS Space
LPL Research examines how Treasury yields are caught between AI‑driven growth concerns and rising […]