Outlook
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s...
Research
Weekly Market Commentary | Is Bad News Priced Into the Bond Market? | June 8, 2026
LPL Research analyzes bond markets as yields rise, exploring Fed policy expectations, inflation trends, and whether bad news is already priced into Treasuries.
Weekly Market Performance | June 5, 2026
LPL’s Weekly Market Performance for the week of June 1, 2026, highlights geopolitical tensions, AI earnings, and economic data that rippled across markets.
Oil Market May Be Too Constructive on U.S.-Iran Deal
LPL Research discusses how oil markets are interpreting a potential U.S.-Iran deal, and the near-term path for oil markets and supplies.
May Flows: Equities Dominate
Equities drove record ETF flows in May as risk-on momentum held, even as investors balanced growth, rates, and shifting macro signals.
Key Takeaways from the SpaceX S-1
LPL Research reviews SpaceX, covering what the company does, what it intends to do, and our key takeaways from the S-1.
Weekly Market Commentary | Why Stock Market Valuations Are Fair in Context | June 1, 2026
LPL Research analyzes stock valuations, finding them fair given growth, rates, inflation, and AI-driven earnings outlook despite risks.