Research
Weekly Market Commentary
- Weekly Market Commentary | AI Infrastructure: A New Pillar of Economic Growth | November 10, 2025
LPL Research explores how AI-driven investments and intellectual property are reshaping U.S. […]
- Client Letter | Positive Momentum Builds as Year-End Approaches | November 5, 2025
LPL Research reviews strong earnings, Fed policy signals, and easing trade tensions shaping the […]
- Weekly Market Commentary | From Micro to Macro: A Busy Week of Market-Moving Data | November 3, 2025
LPL Research reports on Fed rate cut, U.S.–China trade truce, strong earnings, and AI spending […]
- Weekly Market Commentary | What Could Spook Markets | October 27, 2025
LPL Research provides commentary on which risks should be paid attention to as the markets move […]
- Beyond the Numbers | Value Investing Is Alive and Well | October 20, 2025
LPL explores evolving value investing strategies, macro risks, and overlooked market opportunities […]
- Weekly Market Commentary | Cockroaches, Canaries, and Credit Markets | October 20, 2025
LPL Research highlights early signs of stress in corporate credit markets, with rising defaults and […]
Market Signal Podcast
Macro. Market. Movers.
- Weekly Market Performance — November 7, 2025
LPL's Weekly Market Performance for the week of November 3, 2025, highlights AI-realted valuation […]
- AI Theme: Longer Rainbows Should Lead to Bigger Pots of Gold
LPL Research analyzes the balance between the AI theme’s potential and risks for investors.
- Signs of Life in M&A
LPL Research analyzes the changing trend in the M&A market and discusses the potential impact […]
- QT is Ending. Is QE Next?
LPL Research unpacks what the recent decision by the Federal Reserve to end quantitative tightening […]
- Weekly Market Performance — October 31, 2025
LPL's Weekly Market Performance for the week of October 27, 2025, highlights key big tech earnings, […]
- Key Takeaways From Yesterday’s Fed Meeting
LPL Research provides key takeaways for investors from yesterday’s Fed meeting.