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
- Client Letter | Productivity Gains Pave the Way for a Federal Reserve Leadership Transition | February 4, 2026
LPL Research examines how Fed Chair news, productivity gains, and strong earnings support market […]
- Weekly Market Commentary | Dueling Mandates: The Fed’s Policy Caution and Treasury’s Growing Borrowing Needs | February 2, 2026
LPL Research examines how the Fed is entering 2026 amid constrained conditions and as growth and […]
- Weekly Market Commentary | The Productivity Advantage: Powering Economic Growth in 2026 | January 26, 2026
LPL Research examines how rising productivity, AI adoption, and structural shifts toward services […]
- Unearthing the Metals Melt-Up
LPL Research explores the drivers behind the rally in metals, the associated risks, and the outlook […]
- Rate and Credit View | 2026 Municipal Outlook: Attractive Valuations Amid Structural Shifts | January 13, 2026
LPL Research shares insights on 2026 municipal markets, including attractive yields, supply trends, […]
- Weekly Market Commentary | Earnings Preview: Double-Digit Streak Likely to Continue | January 12, 2026
LPL Research takes a look at fourth quarter earnings season as it unofficially kicks off this week […]
Market Signal Podcast
Macro. Market. Movers.
- Korean Exports Surge: What This May Signal for the S&P 500
LPL Research examines the latest South Korea export data and the historical relationship of this […]
- Kevin Warsh Is Committed to Reigning in Fed
LPL Research highlights the investment implications of Fed Chair nominee, Kevin Warsh.
- Weekly Market Performance — January 30, 2026
LPL's Weekly Market Performance for the week of January 26, 2026, highlights high-profile earnings, […]
- Software vs. Semiconductors: Can Software Survive AI?
LPL explores how accelerating AI adoption is impacting software demand, widening the valuation gap […]
- Private Credit Risks to Watch in 2026
LPL Research outlines the main risks for Private Credit markets in 2026.
- A Cold January, but the Stock Barometer Remains Positive
LPL Research explores the January Barometer seasonal signal and what it could mean for stocks in […]
LPL Financial
LPL Financial understands that providing Americans with objective investment advice is critical to their financial security.

