LPL Research Midyear Outlook 2026: Thoughts on the Second Half
Navigate markets with LPL Research’s 2026 Midyear Outlook, with insights on stocks, bonds, the economy, and more. Explore what to expect over the second half of 2026.
LPL Financial Research
Weekly Market Commentary | Retain Your Focus on Economic Fundamentals | November 09, 2026
The artificial intelligence (AI) boom is becoming increasingly intertwined with the broader U.S. economy, fueling a surge in imports of semiconductors and servers while making data center construction an important source of business investment.
Weekly Market Commentary | How AI Spending Is Reshaping Bond and Rates Markets | November 02, 2026
LPL Research explores how AI spending is becoming a key driver of interest rates, bond supply, credit markets, and the outlook for fixed income.
Weekly Market Commentary | Q3 Earnings Season Preview: 3 Keys to Watch | October 26, 2026
LPL Research examines three keys to earnings season: broader profit growth, margin pressures, and high expectations amid continued AI investment.
Weekly Market Performance | October 23, 2026
LPL’s Weekly Market Performance for the week of October 19, 2026, highlights AI-driven volatility, the first round of big tech earnings, and bond market gains.
Weekly Market Commentary | Moats vs. Inertia: Unpacking the Personal AI Agent Threat | October 19, 2026
Meta’s September launch of Muse, a personal artificial intelligence (AI) agent designed to act on a user’s behalf across digital workflows, crystallized the market’s latest disruption narrative.