Research
Outlook 2024: A Turning Point
In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic...
- 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 strategies to manage volatility.
- Weekly Market Commentary | More Keys for Markets in 2026: LPL Market Outlook Sneak Peek | December 1, 2025
LPL Research previews Outlook 2026, highlighting key market drivers — AI, elections, alternatives, and global risks — to help investors navigate volatility.
- Weekly Market Commentary | Corporate America Cleared a High Bar This Earnings Season | November 24, 2025
LPL Research examines a third quarter earnings season that is winding down over the next couple of weeks and has once again met Wall Street’s high expectations.
- Rate and Credit View | Can Bonds Still Be a Portfolio Diversifier? | November 2025
LPL explores whether bonds remain effective portfolio diversifiers amid shifting stock-bond correlations and evolving Fed policy.
- Weekly Market Commentary | Early Keys to 2026 | November 17, 2025
In a year that could easily be defined by a few different words — including but not limited to tariffs, technology, or more broadly, uncertainty — capital markets have plugged along splendidly. LPL Research examines their early keys to 2026.