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Midyear Outlook 2026: Key Takeaways for the Second Half

July 07, 2026 · LPL Research

LPL Research’s Midyear Outlook 2026 expects the U.S. economy to slow but remain resilient through the second half of the year, supported by strong business investment despite ongoing weakness in housing and other rate-sensitive sectors. The firm maintains a moderately positive outlook for stocks, citing continued AI-driven earnings growth and an improving macroeconomic backdrop, while noting that geopolitical tensions and questions around AI monetization could create periods of volatility. In fi

Midyear Outlook 2026: Key Takeaways for the Second Half
Originally published on lpl.com

Midyear Outlook 2026: Key Takeaways for the Second Half

LPL Research’s Midyear Outlook 2026 expects the U.S. economy to slow but remain resilient through the second half of the year, supported by strong business investment despite ongoing weakness in housing and other rate-sensitive sectors. The firm maintains a moderately positive outlook for stocks, citing continued AI-driven earnings growth and an improving macroeconomic backdrop, while noting that geopolitical tensions and questions around AI monetization could create periods of volatility. In fi

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Midyear Outlook 2026: Key Takeaways for the Second Half — Oswego Legacy Partners