Weekly Market Commentary

LPL Research explores how personal AI agents could reshape consumer behavior, disrupt business models, and test the strength of competitive advantages.

LPL Research shares its latest tactical views, favoring equities, large-cap value and quality while navigating higher rates and market uncertainty.

LPL Research examines resilient business lending, narrowing credit spreads, and a housing market constrained by the growing mortgage rate lock-in effect.

LPL Research examines the drivers of economic growth and the inflation risks investors should continue to monitor.

This quarterly publication helps provide clarity and context to the issues affecting the economy, stock and bond market.

LPL Research reviews the key forces supporting stocks while rising rates and uncertainty test market momentum.

LPL Research examines rising government debt costs, Treasury market stress, and what investors should watch as higher rates reshape the fiscal outlook.

LPL Research assesses rising government borrowing costs, Treasury market stress signals, and the case for short- to intermediate-term bonds.

LPL Research explores how geopolitical tensions, higher interest rates, and AI investment are adding to the stock market’s wall of worry.