LPL Research analyzes AI infrastructure spending, cloud economics, and the returns needed to justify record capex.

LPL Research explores the intersection of Fed policy reform, moderating inflation, and resilient economic growth in the second half of 2026.

LPL Research analyzes China’s declining crude imports, inflation risks, and the resilient U.S. economy driving above-trend growth.

LPL Research examines how sticky inflation, Fed leadership changes, and AI-driven borrowing are shaping the fixed income outlook for 2026.

LPL Research highlights tactical asset allocation strategies for July 2026, including U.S. equity preferences, bond opportunities, and AI themes.

This quarterly publication helps provide clarity and context to the issues affecting the economy, stock and bond market.

LPL Research provides a few key takeaways from their Midyear Outlook report, which is now available.

LPL Research’s 2026 Midyear Outlook provides data-driven forecasts to economic and investing insights, picking up where the Outlook left off — building on prior themes and exploring new ones.

LPL Research analyzes a market pause following strong AI-driven gains, while the economy remains resilient, inflation, Fed policy, geopolitical developments, and continued AI investment remain key drivers of the outlook.

LPL Research analyzes recent market activity, investor sentiment, and the current IPO landscape in an attempt to determine current levels of exuberance.

LPL Research examines current market and investor sentiment in an effort to gauge current levels of exuberance.

LPL Research examines Warsh’s evolving Fed approach, infrastructure-led growth, and the impact of China demand on oil prices.

LPL Research explores 2026 growth drivers, inflation trends, and labor market shifts as AI investment and geopolitical risks shape the economic outlook.

LPL Research explains the IPO process, reviews high profile candidates, and provides context on potential market impacts.

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.

LPL Research examines strong equity performance, fixed income action, and the potential effects of sustained global instability.

LPL Research analyzes bond markets as yields rise, exploring Fed policy expectations, inflation trends, and whether bad news is already priced into Treasuries.

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.

LPL Research highlights key trends in rates and credit, showing how markets have absorbed risks while uncovering income opportunities in bonds.