Research
Outlook 2025: Pragmatic Optimism
Outlook 2025: Pragmatic Optimism By LPL Financial Research Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful...
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Market Signal Podcast
Macro. Market. Movers
Imagining a Modern Fed-Treasury Accord
LPL Research examines what a new Fed-Treasury accord could look like and the potential impact on markets.
New Narratives in the Homebuilding Space
Picks and Shovels in U.S. Housing Market Thomas Shipp | Head of Equity ResearchLast Updated: February 10, 2026 Additional content provided by Tucker Beale, Analyst, Research. If U.S. Housing Inflection Is Near, Look for More Than Just Homebuilders Over the last three months, the housing conversation has warmed up again. Markets seem to be saying…
ISM Offers Additional Positive Earnings Signal
ISM Offers Another Positive Earnings Signal Jeff Buchbinder | Chief Equity StrategistLast Updated: February 05, 2026 In yesterday’s LPL Research blog, we highlighted the relationship between South Korean exports and U.S. corporate profits. Simply put, the boom in export data reflects strength in the technology supply chain, which, in turn, suggests a healthy environment for…
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