Weekly Market Commentary

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.

LPL Research explores the intersection of Fed policy reform, moderating inflation, and resilient economic growth in the second half of 2026.

LPL Research analyzes China’s declining crude imports, inflation risks, and the resilient U.S. economy driving above-trend growth.

LPL Research examines how sticky inflation, Fed leadership changes, and AI-driven borrowing are shaping the fixed income outlook for 2026.

LPL Research highlights tactical asset allocation strategies for July 2026, including U.S. equity preferences, bond opportunities, and AI themes.

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

LPL Research provides a few key takeaways from their Midyear Outlook report, which is now available.

LPL Research’s 2026 Midyear Outlook provides data-driven forecasts to economic and investing insights, picking up where the Outlook left off — building on prior themes and exploring new ones.