LPL Research

LPL Research assesses rising market concerns, including oil, rates, AI, and breadth, while remaining positive on stocks.

LPL Research analyzes S&P 500 margin expansion, assessing how much is structural versus cyclical and what that means for future earnings forecasts.

LPL Research explores why profit margins have reached record highs and which structural, cyclical, and temporary forces may shape what comes next.

LPL Research reveals what past rate-hike cycles can teach investors and why today’s market backdrop remains supportive.

LPL Research examines a changing global economy, resilient U.S. growth, evolving inflation trends, and why higher rates may not bite as expected.

LPL Research examines how higher interest rates, sticky inflation, and shifting market leadership are shaping tactical portfolio positioning.

LPL Research analyzes rising U.S. debt, Treasury yields, and fiscal trends, highlighting implications for markets and investors.

LPL Research explains how broad earnings growth and economic strength continue to support markets while volatility creates potential opportunities.

LPL Research believes higher-for-longer rates may benefit income investors as bond yields remain near their most attractive levels in years.

LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets.