LPL Research examines resilient business lending, narrowing credit spreads, and a housing market constrained by the growing mortgage rate lock-in effect.

LPL Research examines the drivers of economic growth and the inflation risks investors should continue to monitor.

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

LPL Research reviews the key forces supporting stocks while rising rates and uncertainty test market momentum.

LPL Research examines rising government debt costs, Treasury market stress, and what investors should watch as higher rates reshape the fiscal outlook.

LPL Research assesses rising government borrowing costs, Treasury market stress signals, and the case for short- to intermediate-term bonds.

LPL Research explores how geopolitical tensions, higher interest rates, and AI investment are adding to the stock market’s wall of worry.

LPL Research explains why market structure, investor flows, and positioning have become as important as fundamentals in today's markets.

LPL Research assesses rising market concerns, including oil, rates, AI, and breadth, while remaining positive on stocks.

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.