Weekly Market Commentary | Energy Shock Expected to Hit Prices Harder Than the Economy | May 18, 2026 May 18 2026 LPL Research examines rising inflation risks amid geopolitical tensions, while resilient growth and strong investment support continued expansion. Read the full Weekly Market Commentary Source: LPL Financial
Weekly Market Commentary | A New Fed Regime: Warsh, Policy Direction, and Treasury Market Consequences | May 11, 2026 May 11 2026 LPL Research explores how a potential Warsh-led Fed could reshape policy, Treasury markets, and volatility amid rising deficits and shifting demand. Read the full Weekly Market Commentary Source: LPL Financial
Weekly Market Commentary | AI Wave Continues to Power Technology Earnings Boom | May 4, 2026 May 04 2026 LPL Research examines overlooked tech growth, assessing strong earnings, AI skepticism, and valuation opportunities for investors. Read the full Weekly Market Commentary Source: LPL Financial
Weekly Market Commentary | American Industrial Renaissance: Fact or Fiction? | April 27, 2026 April 27 2026 LPL Research assesses the case for an American Industrial Renaissance, focusing on manufacturing investment, supply chain resilience, and energy costs. Read the full Weekly Market Commentary Source: LPL Financial
High-level overview of market themes and investment ideas.
LPL Research explores the U.S. dollar’s pivotal moment at a potential turning point in its long-term bull market.
https://www.lpl.com/content/dam/lpl-research/documents/thirty-thousand-feet-august-2025.pdf
LPL Research offers a comprehensive outlook on global markets, highlighting the impact of AI-driven earnings, evolving trade dynamics, and shifting interest rate expectations.
https://www.lpl.com/content/dam/lpl-research/documents/global-portfolio-strategy-august-2025.pdf
As July wrapped up and August got underway, investors were met with a whirlwind of market-moving events — from central bank speculation and a flurry of earnings reports to surprising economic data and shifting trade dynamics. LPL Research cuts through the noise to share key insights and help investors make sense of what’s ahead.
https://www.lpl.com/content/dam/lpl-research/documents/client-letter-investor-08-2025.pdf
LPL Research analyzes the potential privatization of Fannie Mae and Freddie Mac and its impact on mortgage rates, credit access, and the MBS market.
https://www.lpl.com/content/dam/lpl-research/documents/rate-and-credit-view-july-2025.pdf
LPL Research asks will second quarter results and guidance from corporate America be good enough to set up positive earnings surprises in the second half despite tariffs?
https://www.lpl.com/content/dam/lpl-research/documents/equity-strategy-insights-july-2025.pdf
