Latest News From LPL Financial
LPL Financial Research Publications
- Weekly Market Commentary | Lessons From Past Conflicts for Today’s Stock Market | April 6, 2026 April 6, 2026LPL Research looks to the past for lessons on geopolitical uncertainty and its potential impact on equities.
- Equity Strategy Insights | Perspectives on Market Volatility Amid Ongoing Geopolitical Risk | April 2, 2026 April 2, 2026LPL Research analyzes recent market volatility, oil price shocks, and earnings trends, explaining why patience may be rewarded despite near term uncertainty.
- Weekly Market Commentary | Earnings Likely to Grow Double-Digits Again; Will Markets Care? | March 30, 2026 April 1, 2026LPL Research explains why solid earnings, AI investment, and economic resilience underpin stocks, even as oil prices and volatility pressure markets.
- Client Letter | Long-term Resilience During Geopolitical Instability | April 1, 2026 April 1, 2026LPL Research examines the Iran conflict and its potential market impact, acknowledging the risks posed by geopolitical tensions and energy market disruptions. Even so, the firm sees a constructive economic backdrop, with evolving conditions creating opportunities across select areas of the market amid resilient underlying fundamentals.
- Beyond the Numbers | Energy Equities: Perspectives for the Current Cycle | March 26, 2026 March 26, 2026LPL Research offers perspective on energy equities, showing how capital discipline and subsector dynamics are shaping the current oil and gas investment cycle
- Weekly Market Commentary | Private Credit Under Pressure: Liquidity Mismatches in an AI-Disrupted Cycle | March 23, 2026 March 23, 2026LPL Research examines recent private credit activity in the face of growing sophistication from AI.
- Rate and Credit View | Private Credit at a Crossroads: Stress, Liquidity, and the AI Disruption Cycle | March 2026 March 18, 2026LPL Research explains how higher rates, AI disruption, and liquidity strains test private credit—plus safeguards, key risks, and actions investors should consider.
- Weekly Market Commentary | Why Oil Prices Matter Less — But Still Move Headline Inflation | March 16, 2026 March 16, 2026LPL Research explains how America’s declining reliance on oil and rising geopolitical risks shape inflation, growth expectations, and volatility in 2026.
- Tactical Asset Allocation Guide | Staying the Course | March 10, 2026 March 11, 2026LPL Research kept its overall market outlook steady for March, but upgraded industrials to overweight due to strong momentum and supportive fundamentals. Meanwhile, consumer discretionary was downgraded to underweight amid weak relative strength, consumer fatigue from higher oil prices, and stretched valuations. The committee still favors large caps and growth tilted exposure, expecting volatility but […]
- Economic Navigator | From AI to Oil: The Forces Redefining Growth | March 11, 2026 March 11, 2026LPL Research explains key economic trends in 2026, from shifting labor conditions to oil market risks, offering clear insights for investors.