Research
Weekly Market Commentary
- Tactical Asset Allocation Guide | Staying the Course | March 10, 2026
LPL Research kept its overall market outlook steady for March, but upgraded industrials to […]
- Economic Navigator | From AI to Oil: The Forces Redefining Growth | March 11, 2026
LPL Research explains key economic trends in 2026, from shifting labor conditions to oil market […]
- Weekly Market Commentary | Markets Tested as Iran Conflict Continues | March 9, 2026
LPL Research reviews how the Iran conflict is affecting markets, highlighting energy risks, market […]
- Client Letter | Maintaining Course Through Geopolitical Uncertainty | March 4, 2026
LPL Research addresses the escalating Iran conflict and its market impact. Despite geopolitical […]
- Equity Strategy Insights | AI Disruption Survival Kit as Fears Ripple Through Equity Markets | March 2, 2026
LPL Research outlines how AI disruption is shaping equity markets and highlights sectors like […]
- Weekly Market Commentary | How LPL Research Thinks About Dividends | March 2, 2026
Looking beyond recent dividend strategies' performance, LPL Research asks and answers the question […]
Market Signal Podcast
Macro. Market. Movers
- Weekly Market Performance — March 13, 2026
LPL's Weekly Market Performance for the week of March 9, 2026, highlights geopolitical […]
- Court Blocks Trump Tariffs, Raising Trade Policy Uncertainty
A federal court ruling blocks major U.S. tariffs, shaking up President Trump’s trade strategy.
- Consumer Discretionary Sector Outlook: Tariffs and Slowing Consumer Spending Point to Complacency
LPL Research assesses tariff-related profitability effects on consumer discretionary companies.
- Russell Reconstitution: What it Means for Investors
LPL Research examines the recent Russell reconstitution and how it may impact portfolios.
- Where Have All the (Duration) Buyers Gone?
LPL Research highlights the global bond market sell-off and why some foreign investors may not be […]
- The Fed Holds the Line: Powell’s Patience vs. Trump’s Push
LPL Research highlights the expected savings for the U.S. government that would take place from a […]