LPL Research
Rate and Credit View | October 01, 2026
LPL Research assesses rising government borrowing costs, Treasury market stress signals, and the case for short- to intermediate-term bonds.
Weekly Market Commentary | Stock Market’s Wall of Worry Gets Taller | September 28, 2026
LPL Research explores how geopolitical tensions, higher interest rates, and AI investment are adding to the stock market’s wall of worry.
Thirty-Thousand Feet | The Invisible Hand Has Competition: The Structural Forces Reshaping Price Discovery | September 23, 2026
LPL Research explains why market structure, investor flows, and positioning have become as important as fundamentals in today’s markets.
Equity Strategy Insights | Assessing the Stock Market’s Growing Wall of Worry | September 23, 2026
LPL Research assesses rising market concerns, including oil, rates, AI, and breadth, while remaining positive on stocks.
Weekly Market Commentary | What’s Holding Up Record Margins? | September 21, 2026
LPL Research analyzes S&P 500 margin expansion, assessing how much is structural versus cyclical and what that means for future earnings forecasts.
Beyond the Numbers | Are Margins Still Mean Reverting? | September 17, 2026
LPL Research explores why profit margins have reached record highs and which structural, cyclical, and temporary forces may shape what comes next.
Weekly Market Commentary | What History Says About Fed Hikes and Stocks | September 14, 2026
LPL Research reveals what past rate-hike cycles can teach investors and why today’s market backdrop remains supportive.
Economic Navigator | When Higher Rates Don’t Bite | September 9, 2026
LPL Research examines a changing global economy, resilient U.S. growth, evolving inflation trends, and why higher rates may not bite as expected.
Tactical Asset Allocation Guide | Higher Rates, Higher Hurdles | September 10, 2026
LPL Research examines how higher interest rates, sticky inflation, and shifting market leadership are shaping tactical portfolio positioning.
Weekly Market Commentary | Signs Point to a Normalization, Not a Crisis | September 8, 2026
LPL Research analyzes rising U.S. debt, Treasury yields, and fiscal trends, highlighting implications for markets and investors.