LPL Research
Equity Strategy Insights | Blowout Earnings Raise the Floor; Technical Breakout Raises the Ceiling | August 18, 2026
LPL Research highlights how broad-based earnings strength and rising profit expectations are helping build a stronger foundation for equities.
Weekly Market Commentary | Shifting Leadership in Global Growth | August 17, 2026
LPL Research explores shifting global growth leadership, cooling emerging markets, Fed policy expectations, and foreign demand for U.S. Treasuries.
Economic Navigator | Show Me the Money. We’ll Deflate It Later | August 12, 2026
LPL Research explains why resilient economic growth, easing inflation, and strong business investment continue to support a constructive outlook for investors.
Tactical Asset Allocation Guide | Breakout to New Highs Increases Conviction in U.S. Equities Overweight | August 11, 2026
LPL Research maintains an overweight to U.S. equities as AI-driven earnings and resilient growth support markets, while favoring quality and diversification.
Weekly Market Commentary | Municipal Bond Outlook: Why Carry Is the Strategy | August 10, 2026
LPL Research outlines how a Fed on hold, strong reinvestment demand, and elevated yields create compelling opportunities in municipal bonds.
Client Letter | Strong Earnings Continue to Power Stocks Higher | August 5, 2026
LPL Research examines how AI investment, strong corporate earnings, and resilient economic growth continue to support stocks despite ongoing uncertainty.
Rate and Credit View | Municipal Market Midyear Outlook: Carry Is the Strategy | August 5, 2026
LPL Research explores how stable interest rates, record issuance, and strong investor demand are shaping the municipal bond market.
Weekly Market Commentary | Constructive on Stocks in the Second Half as AI Debate Continues | August 3, 2026
LPL Research highlights strong corporate earnings, AI-driven growth, and a favorable equity outlook while monitoring inflation, oil prices, and risks.
Equity Strategy Insights | Keys to Additional Stock Market Gains in the Second Half | July 29, 2026
LPL Research outlines the key drivers behind potential stock market gains in the second half of 2026, led by strong earnings, AI investment, and economic resilience.
Weekly Market Commentary | Can Hyperscalers Earn Their AI Ambitions? | July 27, 2026
LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex.