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.

LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex.

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

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.