Research
LPL Research Midyear Outlook 2026: Thoughts on the Second Half
Navigate markets with LPL Research’s 2026 Midyear Outlook, with insights on stocks, bonds, the economy, and more. Explore what to expect over the second half of 2026.
Weekly Market Commentary
Weekly Market Commentary | What History Teaches Us About Fed Hikes & Stocks | September 14, 2026
Printer Friendly Version A hot CPI print. Friday’s slightly hot Consumer Price Index (CPI) report lifted the bond market’s odds of a rate hike from the Federal Reserve (Fed) this week to near 90%. Markets take it in stride. The positive reactions from stocks and bonds were interesting, suggesting that perhaps market participants have been…
Weekly Market Commentary | Signs Point to a Normalization, Not a Crisis | September 8, 2026
August delivered the loudest bond market narrative in years, and almost none of it survived contact with the price action. Total public debt crossed $40 trillion on August 18. The 30-year U.S. Treasury yield reached 5.33% intraweek, a level last seen in 2007.
Weekly Market Commentary | The Cash Flow Case for Value Stocks | August 31, 2026
LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets.
Market Signal Podcast
Macro. Market. Movers.
Weekly Market Performance | September 18, 2026
LPL’s Weekly Market Performance for the week of September 14, 2026, highlights choppy stock trading, the September Fed rate decision, and geopolitical events.
A Hawkish Fed and China’s Split Economy
LPL Research explains how a hawkish Federal Reserve and a two-speed Chinese economy are shaping global markets, inflation trends, investment flows, and growth prospects.
Large Cap Managers Prepare for Change
Midyear manager interviews reveal conviction in AI investment, concern about rates and crowding, and growing interest in quality and breadth.