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LPL Research Blog

Beyond the Numbers | Personal AI Agents and Disruptive Narratives | October 14, 2026

LPL Research explores how personal AI agents could reshape consumer behavior, disrupt business models, and test the strength of competitive advantages.

Tactical Asset Allocation Guide | Raising S&P 500 Target and Yield Forecast and Moving Up in Market Cap and Quality | October 14, 2026

LPL Research shares its latest tactical views, favoring equities, large-cap value and quality while navigating higher rates and market uncertainty.

Weekly Market Commentary | Credit Is Still Flowing, and Businesses Are Borrowing | October 12, 2026

LPL Research examines resilient business lending, narrowing credit spreads, and a housing market constrained by the growing mortgage rate lock-in effect.

Economic Navigator | October 9, 2026

LPL Research examines the drivers of economic growth and the inflation risks investors should continue to monitor.

Market Insight Quarterly | Q3 2026

This quarterly publication helps provide clarity and context to the issues affecting the economy, stock and bond market.

Client Letter | Strong Markets, Growing Questions | October 2026

LPL Research reviews the key forces supporting stocks while rising rates and uncertainty test market momentum.

Weekly Market Commentary | The Debt Math, Explained | October 5, 2026

LPL Research examines rising government debt costs, Treasury market stress, and what investors should watch as higher rates reshape the fiscal outlook.

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.

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