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...
What We Heard at Commonwealth 2026 National Conference
LPL Research shares five takeaways from Commonwealth advisors on model portfolios, active ETFs, OCIO, and tactical market views.
Yields Fell on Bad News: Could This Mark a Top?
LPL Research discusses news reversals and Treasury yields’ recent reaction to consumer inflation data, and what this could mean for markets.
Weekly Market Commentary | Moats vs. Inertia: Unpacking the Personal AI Agent Threat | October 19, 2026
Meta’s September launch of Muse, a personal artificial intelligence (AI) agent designed to act on a user’s behalf across digital workflows, crystallized the market’s latest disruption narrative.
Weekly Market Performance | October 16, 2026
LPL’s Weekly Market Performance for the week of October 12, 2026, highlights, the latest bout of AI jitters, bond market headlines, and commodity market moves.
Lessons from the SaaSpocalypse
LPL Research analyses what can be learned from the “SaaSpocalypse” and why investors should weigh market narratives against underlying fundamentals.
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