Research

Outlook 2025: Pragmatic Optimism

Outlook 2025: Pragmatic Optimism By LPL Financial Research Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful…

Why Investors Remain Constructive Despite Economic Headwinds

This article describes how Treasury Demand, Financial Conditions, and Inflation are supporting investor risk appetite.

Why the 2026 Russell Rebalance Matters

LPL Research explores how the 2026 Russell reconstitution revealed a surprising shift: AI didn’t just drive returns. It changed the structure of major equity benchmarks.

Municipal Bonds at Midyear: Getting Paid to Wait

LPL Research explains why tax-equivalent yields on high-grade municipal bonds are near decade highs, making today’s income opportunities compelling.

Weekly Market Commentary | Shifting Leadership in Global Growth | August 17, 2026

Printer Friendly Version Talking Points Global growth is stabilizing, but leadership has shifted back to developed markets. The U.S. and parts of Europe are driving the latest improvement in business activity, while several large emerging markets have lost momentum after a strong start to the year. BRICS economies are mixed as India outpaces the others.…

Do Stocks Notice Higher Yields?

LPL Research discusses the relationship between stocks and Treasury yields when rates are elevated, and what this could mean for investors.

A Tale of Two CTAs: Short-Term vs. Trend-Following

LPL Research reviews the recent attribution within the commodity trading advisor (CTA) industry between short-term and medium-term managed futures trend-followers.