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LPL Research
Equity Strategy Insights | Post-SpaceX IPO, Is Irrational Exuberance Back?
LPL Research analyzes recent market activity, investor sentiment, and the current IPO landscape in an attempt to determine current levels of exuberance.
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Has Stock Market Exuberance Become Irrational?
LPL Research examines current market and investor sentiment in an effort to gauge current levels of exuberance.
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Post-SpaceX IPO, Is Irrational Exuberance Back?
LPL Research examines market and investor attitudes following the SpaceX IPO.
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Weekly Market Commentary | Kevin Warsh Could Shake Up the Fed | June 22, 2026
LPL Research examines Warsh’s evolving Fed approach, infrastructure-led growth, and the impact of China demand on oil prices.
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Economic Navigator | Disruption and Division: AI, Inflation, and the Labor Gap | June 18, 2026
LPL Research explores 2026 growth drivers, inflation trends, and labor market shifts as AI investment and geopolitical risks shape the economic outlook.
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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.
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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.
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Staying Overweight Equities After Modest Defensive Shift
LPL Research examines strong equity performance, fixed income action, and the potential effects of sustained global instability.
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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.
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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.
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