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Weekly Market Commentary | Keep Calm and Clip Coupons | July 13, 2026

Printer Friendly Version Coming into 2026, we expected inflation to move closer to the Federal Reserve’s (Fed) 2% target, the Fed to cut rates by roughly 75 basis points (bps), and Treasury yields to drift lower. Instead, the first half delivered three stress tests in...

Tactical Asset Allocation Guide | July 2026

Policy, Buildouts, and Bottlenecks to Shape Markets in the Second Half The LPL Strategic & Tactical Asset Allocation Committee (STAAC) determines the firm’s investment outlook and asset allocation that helps define LPL Research’s investment models and overall...

2026 Midyear Outlook: Policy, Buildouts, & Bottlenecks

By LPL Research Markets in 2026 continue to be shaped less by traditional fundamentals and more by policy, geopolitics, and structural change. From Federal Reserve leadership transitions to upcoming U.S. midterm elections, policy decisions are influencing everything...

Client Letter | July 01, 2026

Get your grills and beach chairs ready America because July 4th — and America’s 250th birthday — is fast approaching. As the weather heated up last month, the stock market cooled a bit, and investors took profits on some of their technology winners. Market watchers...