Staying Overweight Equities After Modest Defensive Shift

LPL Research examines strong equity performance, fixed income action, and the potential effects of sustained global instability...

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Client Letter | Stock Market Near Highs: Is Optimism Overpriced? | June 3, 2026

LPL Research highlights AI as a key driver of stock gains, while emphasizing elevated valuations, ongoing risks, and the importance…..

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Rate and Credit View | Rates Reality Check: How Much Bad News Is Already Priced In? | June 3, 2026

LPL Research highlights key trends in rates and credit, showing how markets have absorbed risks while uncovering income opportunities in…..

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Thirty-Thousand Feet | The Oil Market: Why Prices Haven’t (Yet) Fully Reacted | June 1, 2026

LPL Research explains why oil prices remain muted despite a major supply shock, and how fading buffers could trigger a…..

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Weekly Market Commentary | Add Context, and Stock Market Valuations are Fair | June 1, 2026

LPL Research analyzes stock valuations, finding them fair given growth, rates, inflation, and AI-driven earnings outlook despite risks...

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