Featured Articles
Constructive on Stocks in H2 as AI Debate Continues | Weekly Market Commentary | August 03, 2026
LPL Research highlights strong corporate earnings, AI-driven growth, and a favorable equity outlook while monitoring inflation, oil prices, and risks.
Can Hyperscalers’ AI Ambitions Add Up? | Weekly Market Commentary | July 27, 2026
LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex.
Oil Prices, China, and U.S. Inflation Risks | Weekly Market Commentary | July 20, 2026
LPL Research analyzes China’s declining crude imports, inflation risks, and the resilient U.S. economy driving above-trend growth.
Keep Calm and Clip Coupons | Weekly Market Commentary | July 13, 2026
Coming into 2026, we expected inflation to move closer to the Federal Reserve’s (Fed) 2% target, the Fed to cut rates by roughly 75 basis points (bps), and Treasury yields to drift lower.
Is the Stock Market’s Rally a Sign of Excess? | Weekly Market Commentary | June 29, 2026
LPL Research examines current market and investor sentiment in an effort to gauge current levels of exuberance.
Kevin Warsh Could Shake Up the Fed | Weekly Market Commentary | June 22, 2026
LPL Research examines Warsh’s evolving Fed approach, infrastructure-led growth, and the impact of China demand on oil prices.
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