Midyear Outlook 2026: Key Takeaways for the Second Half Jeff Buchbinder | Chief Equity Strategist Last Updated: July 07, 2026 Additional content provided by Brian Booe, Associate Analyst, Research. Over the first half of 2026, markets faced some expected — and...
Printer Friendly Version Talking Points Global growth is stabilizing, but leadership has shifted back to developed markets. The U.S. and parts of Europe are driving the latest improvement in business activity, while several large emerging markets have lost momentum...
Printer Friendly Version Municipal Bond Outlook: Why Carry Is the Strategy Demand continues to outpace record supply. Municipal bonds remain an attractive income opportunity in a market where the Federal Reserve (Fed) is likely to remain on hold and carry is driving...
Printer Friendly Version The S&P 500 settled a whirlwind July moderately lower but maintained healthy year-to-date gains. Just one month into the second half, some of our key market themes cited in LPL’s Midyear Outlook 2026 wasted no time making themselves known....
Printer Friendly Version Can Hyperscalers Earn Their AI Ambitions? LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex. Market context: The first half of 2026 was a...
