RESEARCH
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.
Fed Chair Kevin Warsh: Turning the Titanic | LPL Street View
LPL Financial’s Chief Investment Officer Marc Zabicki examines Fed Chair Kevin Warsh's pragmatic policy shift and why cooling inflation and labor data may point toward rate cuts.
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Weekly Market Commentary | Signs Point to a Normalization, Not a Crisis | September 8, 2026
August delivered the loudest bond market narrative in years, and almost none of it survived contact with the price action. Total public debt crossed $40 trillion on August 18. The 30-year U.S. Treasury yield reached 5.33% intraweek, a level last seen in 2007.
Weekly Market Commentary | The Cash Flow Case for Value Stocks | August 31, 2026
LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets.