LPL Research analyzes bond markets as yields rise, exploring Fed policy expectations, inflation trends, and whether bad news is already priced into Treasuries.
LPL Research analyzes stock valuations, finding them fair given growth, rates, inflation, and AI-driven earnings outlook despite risks.
LPL Research explores opportunities in agriculture as supply risks and fertilizer constraints reshape commodity markets and support potential gains.
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
LPL Research examines the fixed income space as global bonds broaden yields and reduce U.S. concentration, offering diversified income and resilience via non‑U.S. developed and emerging markets.
LPL Research highlights early signs of stress in corporate credit markets, with rising defaults and tight spreads in leveraged and private credit.
https://www.lpl.com/content/dam/lpl-research/documents/weekly-market-commentary-10-20-25.pdf
This bull market enters year four with strong gains, driven by tech and AI. History suggests more upside ahead amid resilient growth and a dovish Fed stance.
https://www.lpl.com/content/dam/lpl-research/documents/weekly-market-commentary-10-13-25.pdf
