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.
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.
Weekly Market Commentary
- 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 […]
- 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, […]
- 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 […]
- 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 […]
- 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 […]
- Global Portfolio Strategy | Patiently Awaiting a Pullback Before Considering Adding Risk | November 12, 2025
LPL Research’s November Global Portfolio Strategy: neutral equity stance, AI-driven tech […]
Market Signal Podcast
Macro. Market. Movers.
- Outlook 2026: The Policy Engine
Navigate markets with LPL Research’s 2026 Outlook, that provides insights on stocks, bonds, the […]
- Weekly Market Performance — December 5, 2025
LPL's Weekly Market Performance for the week of December 1, 2025, highlights a quiet week for […]
- Am I Diversified in the Age of AI?
LPL Research notes trends in artificial intelligence (AI) across industries, requiring increased […]
- Chart Check Into Year-End
LPL Research explores the technical setup for stocks into year-end.
- What Fed Leadership Shift Could Mean for Stock-Bond Correlation
LPL Research explores how a Fed leadership change and policy shift could impact interest rates, […]
- Another Big Up Year With a Sharp Drawdown
LPL Research explains that big drawdowns don’t necessarily prevent stocks from great years, with […]