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
- Equity Strategy Insights | Words to Invest By: Earnings Drive Stock Prices | December 12, 2025
LPL Research explores how earnings trends impact stock performance, focusing on estimates and […]
- Weekly Market Commentary | Policy Tailwinds and Artificial Intelligence to Power Stocks in 2026 | December 15, 2025
LPL Research examines why the bull market appears ready to continue its run in 2026, powered by AI […]
- Outlook 2026 Client Letter | December 9, 2025
LPL Research provides a few key takeaways from their Outlook report, which is now available.
- Outlook 2026 | The Policy Engine | December 9, 2025
LPL Research offers 2026 Outlook: The Policy Engine, providing a comprehensive recap of the economy […]
- Global Portfolio Strategy | November Pullback Could Set the Stage for Year-End Rally | December 8, 2025
LPL Research changes its view on alt strategies while noting November pullback could spark a […]
- Client Letter | Stocks Pass Another Test With November Rebound | December 3, 2025
LPL Research reviews November’s gains and highlights key 2026 drivers — Fed policy, AI, and […]
Market Signal Podcast
Macro. Market. Movers.
- Weekly Market Performance — May 17, 2024
LPL Research's Weekly Market Performance for the week of May 13, 2024, highlights new record highs, […]
- Commercial Real Estate — Is Now the Time to Invest?
LPL Research takes a deep dive into the commercial real estate sector, providing an overview, as […]
- Are Tariffs Always Inflationary?
LPL Research discusses the impacts of 2018 tariffs on wholesale and retail inflation.
- AI Infrastructure: The Backbone of the Next Tech Wave
LPL Research examines the AI boom’s impact on infrastructure, highlighting power and data center […]
- Yeah, AI and Tariffs, but What Else Happened in 2025?
Explore LPL Research’s take on 2025 beyond AI and tariffs — global equity strength, rate […]
- Behind the Scenes: Headwinds and Tailwinds to the Outlook
LPL Research lists the headwinds and tailwinds to the economic outlook for 2026.