News
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s...
Research
- Weekly Market Commentary | Evaluating Our 2025 Forecasts: Equity, Fixed Income, and the U.S. Economy | January 5, 2026
LPL Research reviews 2025 market predictions: key wins, misses, and lessons across equities, fixed income, and the U.S. economy.
- Weekly Market Commentary | Navigating Neutral: Fed Policy Key for Fixed Income Markets in 2026 | December 22, 2025
LPL Research forecasts income-driven returns for 2026, with neutral duration, cautious Fed policy, and tight credit spreads.
- 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 sector outlooks.
- 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 enthusiasm and further easing of monetary policy from the Fed.
- Outlook 2026 Client Letter | December 9, 2025
LPL Research provides a few key takeaways from their Outlook report, which is now available.
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