LPL Research
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 policies would simply mirror those of his prior term. The impact of policy…
Weekly Market Performance | May 15, 2026
LPL’s Weekly Market Performance for the week of May 11, 2026, highlights record market highs despite higher oil prices, rising Treasury yields, and elevated inflation.
Rising Conviction on Earnings Growth
LPL Research provides an update on their tactical positioning and how strong earnings have influenced it.
Analyzing Three Powerful Factors in Active Fund Evaluation
LPL Research discusses three factors other than past performance that can be used to assess actively managed funds and explains why they may be useful.
Comparing the Dotcom and AI Eras
LPL Research compares stock market performance during the AI era to the dotcom period in the late 1990s.
Weekly Market Commentary | Warsh Fed Regime: Policy Shifts & Treasury Market Impacts | May 11, 2026
LPL Research explores how a potential Warsh-led Fed could reshape policy, Treasury markets, and volatility amid rising deficits and shifting demand.
Weekly Market Performance | May 8, 2026
LPL’s Weekly Market Performance for the week of May 4, 2026, highlights tech earnings, economic data, and the Treasury Quarterly Refunding Announcement.
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