Weekly Market Commentary
- Economic Navigator | Global Shocks Will Likely Impact Inflation More than Growth | May 13, 2026
LPL Research explores how geopolitics, tariffs, and AI are shaping 2026 growth, inflation, and jobs, with resilient demand but rising supply-side risks.
- Tactical Asset Allocation Guide | Repositioned for an Improving Macro Backdrop | May 11, 2026
LPL Research favors U.S. equities, especially technology and growth, supported by strong AI driven earnings, while fixed income is underweight amid inflation and rate risks with market volatility expected.
- Weekly Market Commentary | A New Fed Regime: Warsh, Policy Direction, and Treasury Market Consequences | May 11, 2026
LPL Research explores how a potential Warsh-led Fed could reshape policy, Treasury markets, and volatility amid rising deficits and shifting demand.
- Client Letter | AI-Fueled Growth Meets Market Volatility | May 6, 2026
AI investment fuels growth amid oil and geopolitical volatility, while strong earnings underpin long-term market confidence.
- Rate and Credit View | Navigating the Post-Powell Era: Warsh’s Fed and the Implications for Treasury Markets | May 2026
LPL Research explains how a shift in Fed leadership, rising deficits, and less guidance may fuel rate volatility — and what it means for bonds and credit.
- Weekly Market Commentary | AI Wave Continues to Power Technology Earnings Boom | May 4, 2026
LPL Research examines overlooked tech growth, assessing strong earnings, AI skepticism, and valuation opportunities for investors.
- Equity Strategy Insights | Technology Riding AI Wave as Earnings Boom Continues | April 29, 2026
LPL Research highlights tech leadership driven by AI capex, accelerating earnings growth, strong margins, and market valuations lagging fundamentals.
- Weekly Market Commentary | American Industrial Renaissance: Fact or Fiction? | April 27, 2026
LPL Research assesses the case for an American Industrial Renaissance, focusing on manufacturing investment, supply chain resilience, and energy costs.
- Beyond the Numbers | Thematic Research: American Industrial Renaissance | April 23, 2026
LPL Research examines the forces behind a potential American industrial renaissance, including supply chains, industrial policy, and energy competitiveness.
