PORTFOLIO COMPASS
Weekly Market Commentary | Oil Prices, China, and U.S. Inflation Risks | July 20, 2026
LPL Research analyzes China’s declining crude imports, inflation risks, and the resilient U.S. economy driving above-trend growth.
Weekly Market Commentary | Keep Calm and Clip Coupons | July 13, 2026
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.
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
LPL Research’s 2026 Midyear Outlook: Policy, Buildouts, & Bottlenecks delivers market insights on what we may expect from the economy, stocks, bonds, and more for the remainder of 2026.
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...