Weekly Market Commentary

LPL Research explains why resilient economic growth, easing inflation, and strong business investment continue to support a constructive outlook for investors.

LPL Research maintains an overweight to U.S. equities as AI-driven earnings and resilient growth support markets, while favoring quality and diversification.

LPL Research outlines how a Fed on hold, strong reinvestment demand, and elevated yields create compelling opportunities in municipal bonds.

LPL Research examines how AI investment, strong corporate earnings, and resilient economic growth continue to support stocks despite ongoing uncertainty.

LPL Research explores how stable interest rates, record issuance, and strong investor demand are shaping the municipal bond market.

LPL Research highlights strong corporate earnings, AI-driven growth, and a favorable equity outlook while monitoring inflation, oil prices, and risks.

LPL Research outlines the key drivers behind potential stock market gains in the second half of 2026, led by strong earnings, AI investment, and economic resilience.

LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex.

LPL Research analyzes AI infrastructure spending, cloud economics, and the returns needed to justify record capex.