LPL Research analyzes S&P 500 margin expansion, assessing how much is structural versus cyclical and what that means for future earnings forecasts.

LPL Research explores why profit margins have reached record highs and which structural, cyclical, and temporary forces may shape what comes next.

LPL Research reveals what past rate-hike cycles can teach investors and why today's market backdrop remains supportive.

LPL Research examines a changing global economy, resilient U.S. growth, evolving inflation trends, and why higher rates may not bite as expected.

LPL Research examines how higher interest rates, sticky inflation, and shifting market leadership are shaping tactical portfolio positioning.

LPL Research analyzes rising U.S. debt, Treasury yields, and fiscal trends, highlighting implications for markets and investors.

LPL Research explains how broad earnings growth and economic strength continue to support markets while volatility creates potential opportunities.

LPL Research believes higher-for-longer rates may benefit income investors as bond yields remain near their most attractive levels in years.

LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets.

LPL Research explores the resurgence of value investing, highlighting free cash flow yield, market regime shifts, and AI-driven capital spending.

LPL Research explores how strong earnings growth, AI-driven profits, and rising estimates are supporting stocks despite pressure from higher interest rates.

LPL Research highlights how broad-based earnings strength and rising profit expectations are helping build a stronger foundation for equities.

LPL Research explores shifting global growth leadership, cooling emerging markets, Fed policy expectations, and foreign demand for U.S. Treasuries.

LPL Research explains why resilient economic growth, easing inflation, and strong business investment continue to support a constructive outlook for investors.

LPL Research maintains an overweight to U.S. equities as AI-driven earnings and resilient growth support markets, while favoring quality and diversification.

LPL Research outlines how a Fed on hold, strong reinvestment demand, and elevated yields create compelling opportunities in municipal bonds.

LPL Research examines how AI investment, strong corporate earnings, and resilient economic growth continue to support stocks despite ongoing uncertainty.

LPL Research explores how stable interest rates, record issuance, and strong investor demand are shaping the municipal bond market.

LPL Research highlights strong corporate earnings, AI-driven growth, and a favorable equity outlook while monitoring inflation, oil prices, and risks.

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.