Latest News From LPL Financial
LPL Financial Research Publications
- Rate and Credit View | Financing the Future: AI’s Impact on the Bond Market | October 28,2026 October 28, 2026LPL Research examines how the AI buildout is affecting rates and credit markets and creating opportunities for bond investors.
- Weekly Market Commentary | Big Numbers, Big Expectations: Three Keys to Earnings Season | October 26, 2026 October 26, 2026LPL Research examines three keys to earnings season: broader profit growth, margin pressures, and high expectations amid continued AI investment.
- Equity Strategy Insights | The Bar is High for Corporate America This Earnings Season | October 21, 2026 October 21, 2026LPL Research examines strong earnings as AI investment, broadening profit growth, and margin pressures shape the market outlook.
- Weekly Market Commentary | Moats vs. Inertia: Unpacking the Personal AI Agent Threat | October 19, 2026 October 19, 2026LPL Research examines how personal AI agents may disrupt businesses that rely on consumer inertia while leaving strong competitive moats intact.
- Beyond the Numbers | Personal AI Agents and Disruptive Narratives | October 14, 2026 October 15, 2026LPL 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 October 14, 2026LPL 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 October 12, 2026LPL 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 October 9, 2026LPL Research examines the drivers of economic growth and the inflation risks investors should continue to monitor.
- Market Insight Quarterly | Q3 2026 October 8, 2026This 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 October 7, 2026LPL Research reviews the key forces supporting stocks while rising rates and uncertainty test market momentum.