Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s...
Weekly Market Performance — March 13, 2026
LPL’s Weekly Market Performance for the week of March 9, 2026, highlights geopolitical developments, earnings, and commodity moves and their impact on markets.
Oil in the Driver’s Seat as Geopolitical Tensions Rise
LPL Research examines how the Iran conflict is influencing equity and oil markets.
So…You Want to Build a Data Center
LPL Research explores what data center construction and operation tells us about the future of compute.
Treasury Market: Stuck Between Iran and a SaaS Space
LPL Research examines how Treasury yields are caught between AI‑driven growth concerns and rising inflation pressures from escalating geopolitical risks.
Navigating Market Volatility During the Iran Crisis
In our2026 Outlook: The Policy Engine, we listed several risks to stocks that could prevent the S&P 500 from achieving our forecast for high-single-digit returns in 2026 (to a fair value target range of 7,300–7,400).
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