Weekly Market Commentary | Stock Market Tug of War: Earnings vs. Rates | August 24, 2026

LPL Research explores how strong earnings growth, AI-driven profits, and rising estimates are supporting stocks despite pressure from higher interest…..

Equity Strategy Insights | Blowout Earnings Raise the Floor; Technical Breakout Raises the Ceiling | August 18, 2026

LPL Research highlights how broad-based earnings strength and rising profit expectations are helping build a stronger foundation for equities...

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

LPL Research explores shifting global growth leadership, cooling emerging markets, Fed policy expectations, and foreign demand for U.S. Treasuries...

Economic Navigator | Show Me the Money. We’ll Deflate It Later | August 12, 2026

LPL Research explains why resilient economic growth, easing inflation, and strong business investment continue to support a constructive outlook for…..

Tactical Asset Allocation Guide | Breakout to New Highs Increases Conviction in U.S. Equities Overweight | August 11, 2026

LPL Research maintains an overweight to U.S. equities as AI-driven earnings and resilient growth support markets, while favoring quality and…..

Weekly Market Commentary | Municipal Bond Outlook: Why Carry Is the Strategy | August 10, 2026

LPL Research outlines how a Fed on hold, strong reinvestment demand, and elevated yields create compelling opportunities in municipal bonds...

Client Letter | Strong Earnings Continue to Power Stocks Higher | August 5, 2026

LPL Research examines how AI investment, strong corporate earnings, and resilient economic growth continue to support stocks despite ongoing uncertainty...

Rate and Credit View | Municipal Market Midyear Outlook: Carry Is the Strategy | August 5, 2026

LPL Research explores how stable interest rates, record issuance, and strong investor demand are shaping the municipal bond market...

Weekly Market Commentary | Constructive on Stocks in the Second Half as AI Debate Continues | August 3, 2026

LPL Research highlights strong corporate earnings, AI-driven growth, and a favorable equity outlook while monitoring inflation, oil prices, and risks...

Equity Strategy Insights | Keys to Additional Stock Market Gains in the Second Half | July 29, 2026

LPL Research outlines the key drivers behind potential stock market gains in the second half of 2026, led by strong…..

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