LPL Financial Research
Stay up-to-date with LPL Research’s Weekly Market Commentary, Global Portfolio Strategy, and other informative publications. Gain valuable insights into market trends, economic analysis, and investment opportunities.
- Weekly Market Commentary | Introducing the IPO Class of 2026 | June 15, 2026
LPL Research explains the IPO process, reviews high profile candidates, and provides context on potential market impacts.
- Beyond the Numbers | IPOs in 2026: Prepare for Fireworks | June 10, 2026
LPL Research explores the 2026 IPO wave, highlighting risks, volatility, and opportunity as large private companies go public and reshape markets, indexes, and investor strategies.
- Tactical Asset Allocation Guide | Staying Overweight Equities After Modest Defensive Shift | June 4, 2026
LPL Research examines strong equity performance, fixed income action, and the potential effects of sustained global instability.
- Weekly Market Commentary | Is Bad News Already Priced into the Bond Market? | June 8, 2026
LPL Research analyzes bond markets as yields rise, exploring Fed policy expectations, inflation trends, and whether bad news is already priced into Treasuries.
- Client Letter | Stock Market Near Highs: Is Optimism Overpriced? | June 3, 2026
LPL Research highlights AI as a key driver of stock gains, while emphasizing elevated valuations, ongoing risks, and the importance of diversification in today’s market.
- Rate and Credit View | Rates Reality Check: How Much Bad News Is Already Priced In? | June 3, 2026
LPL Research highlights key trends in rates and credit, showing how markets have absorbed risks while uncovering income opportunities in bonds.
- Thirty-Thousand Feet | The Oil Market: Why Prices Haven’t (Yet) Fully Reacted | June 1, 2026
LPL Research explains why oil prices remain muted despite a major supply shock, and how fading buffers could trigger a sharp market repricing soon.
- Weekly Market Commentary | Add Context, and Stock Market Valuations are Fair | June 1, 2026
LPL Research analyzes stock valuations, finding them fair given growth, rates, inflation, and AI-driven earnings outlook despite risks.
- Equity Strategy Insights | What Is This Stock Market Worth? | May 27, 2026
LPL Research breaks down today’s market: strong earnings and AI optimism vs. elevated prices, limited risk premium, and potential for modest gains.
- Weekly Market Commentary | Seeds of Opportunity: The Case for Agriculture Investments | May 26, 2026
LPL Research explores opportunities in agriculture as supply risks and fertilizer constraints reshape commodity markets and support potential gains.
- Beyond the Numbers | Time to Shine: Seeds of Opportunity for Agriculture Investments | May 20, 2026
LPL Research highlights agriculture as a rising opportunity, with supply risks, inflation benefits, and growing importance for commodities and agribusiness stocks.
- Weekly Market Commentary | Energy Shock Expected to Hit Prices Harder Than the Economy | May 18, 2026
LPL Research examines rising inflation risks amid geopolitical tensions, while resilient growth and strong investment support continued expansion.
- Economic Navigator | Global Shocks Will Likely Impact Inflation More than Growth | May 13, 2026
LPL Research explores how geopolitics, tariffs, and AI are shaping 2026 growth, inflation, and jobs, with resilient demand but rising supply-side risks.
- Before You Begin
- Weekly Market Commentary | A New Fed Regime: Warsh, Policy Direction, and Treasury Market Consequences | May 11, 2026
LPL Research explores how a potential Warsh-led Fed could reshape policy, Treasury markets, and volatility amid rising deficits and shifting demand.
- Client Letter | AI-Fueled Growth Meets Market Volatility | May 6, 2026
AI investment fuels growth amid oil and geopolitical volatility, while strong earnings underpin long-term market confidence.
- Rate and Credit View | Navigating the Post-Powell Era: Warsh’s Fed and the Implications for Treasury Markets | May 2026
LPL Research explains how a shift in Fed leadership, rising deficits, and less guidance may fuel rate volatility — and what it means for bonds and credit.
- Weekly Market Commentary | AI Wave Continues to Power Technology Earnings Boom | May 4, 2026
LPL Research examines overlooked tech growth, assessing strong earnings, AI skepticism, and valuation opportunities for investors.
- Equity Strategy Insights | Technology Riding AI Wave as Earnings Boom Continues | April 29, 2026
LPL Research highlights tech leadership driven by AI capex, accelerating earnings growth, strong margins, and market valuations lagging fundamentals.
- Weekly Market Commentary | American Industrial Renaissance: Fact or Fiction? | April 27, 2026
LPL Research assesses the case for an American Industrial Renaissance, focusing on manufacturing investment, supply chain resilience, and energy costs.