Weekly Market Commentary

LPL Research looks at how the AI buildout is reshaping U.S. growth, trade, inflation, and credit markets as investment continues to climb.

LPL Research explores diversification as earnings growth broadens and stocks and bonds face inflation and interest rate uncertainty.

LPL Research explores how AI spending is becoming a key driver of interest rates, bond supply, credit markets, and the outlook for fixed income.

LPL Research examines how the AI buildout is affecting rates and credit markets and creating opportunities for bond investors.

LPL Research examines three keys to earnings season: broader profit growth, margin pressures, and high expectations amid continued AI investment.

LPL Research examines strong earnings as AI investment, broadening profit growth, and margin pressures shape the market outlook.

LPL Research examines how personal AI agents may disrupt businesses that rely on consumer inertia while leaving strong competitive moats intact.

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.