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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.