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Blooming Tree Wealth Management

Takeaways from LPL's 2026 Midyear Outlook

The LPL Midyear Outlook is here, meaning this is a great time to reflect on: 
•    how we got here
•    how you’re tracking towards your 2026 goals, 
•    and how best to position things moving forward.

We highly recommend you dive into the full report here: https://www.lpl.com/content/dam/edam/series/outlook/midyear-outlook/midyear-outlook-2026-report.pdf  

Ryan shared that this report includes “some of the best work that I’ve seen our Research Team put together.”  

Ryan’s Takeaways

- Earnings must do some heavy lifting again (p15)

- AI is maturing and focus is likely to move from buildout to beneficiaries and return on investment (p7)

- “The market is moving from pricing in promise to pricing in execution and returns” “… winners show monetization …” (p8)

- Policy will continue to be a factor in the market’s movements … with a new Fed Chair and the Mid Term elections coming up – “investors should be ready to lean into dip-buying opportunities …” (p3)