Client Letter | Productivity Gains Pave the Way for a Federal Reserve Leadership Transition | February 4, 2026

LPL Research examines how Fed Chair news, productivity gains, and strong earnings support market stability as investors face volatility...

Weekly Market Commentary | Dueling Mandates: The Fed’s Policy Caution and Treasury’s Growing Borrowing Needs | February 2, 2026

LPL Research examines how the Fed is entering 2026 amid constrained conditions and as growth and inflation meet an unsustainable…..

Weekly Market Commentary | The Productivity Advantage: Powering Economic Growth in 2026 | January 26, 2026

LPL Research examines how rising productivity, AI adoption, and structural shifts toward services are supporting U.S. economic growth in 2026...

Weekly Market Commentary | Unearthing the Metals Melt-Up | January 20, 2026

LPL Research explores the drivers behind the strength in metals, the associated risks, and the outlook for the durability of…..

Rate and Credit View | 2026 Municipal Outlook: Attractive Valuations Amid Structural Shifts | January 13, 2026

LPL Research shares insights on 2026 municipal markets, including attractive yields, supply trends, and strategies to help investors navigate rate…..

Weekly Market Commentary | Earnings Preview: Double-Digit Streak Likely to Continue | January 12, 2026

LPL Research takes a look at fourth quarter earnings season as it unofficially kicks off this week with a dozen…..

Global Portfolio Strategy | Policy Influences Will Be Key for Markets in 2026 | January 9, 2026

LPL Research provides 2026 market insights on equities, bonds, and alternatives, highlighting policy tailwinds and AI-driven opportunities...

Market Insight Quarterly | Q4 2025

Market Insight Quarterly | Q4 2025..

Client Letter | Reflecting on 2025, Looking Ahead to 2026 | January 7, 2026

LPL Research reflects on 2025’s strong returns, key takeaways, and shares a forward-looking view for 2026 to help investors prepare...

Weekly Market Commentary | Evaluating Our 2025 Forecasts: Equity, Fixed Income, and the U.S. Economy | January 5, 2026

LPL Research reviews 2025 market predictions: key wins, misses, and lessons across equities, fixed income, and the U.S. economy...

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