LPL Research

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

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.