Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s policies would simply mirror those of his prior term. The impact of policy…
Weekly Market Commentary | Keep Calm and Clip Coupons | July 13, 2026
Coming into 2026, we expected inflation to move closer to the Federal Reserve’s (Fed) 2% target, the Fed to cut rates by roughly 75 basis points (bps), and Treasury yields to drift lower.
Weekly Market Performance | July 10, 2026
LPL’s Weekly Market Performance for the week of July 6, 2026, highlights geopolitical developments, corporate earnings and headlines, and Treasury auctions.
Beyond Market Beta: Alternative Investments Outlook
LPL Research explains how alternatives can help investors look beyond market beta and pursue diversification in a shifting environment.
AI’s Next Act: From Buildout to Monetization
LPL Research discusses how the next phase of AI may be defined by execution, productivity gains, and profits, not by spending.
LPL Research Midyear Outlook 2026: Thoughts on the Second Half
Navigate markets with LPL Research’s 2026 Midyear Outlook, with insights on stocks, bonds, the economy, and more. Explore what to expect over the second half of 2026.
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