Recent News
- Weekly Market Commentary | Has AI Become a Rates Story? | November 2, 2026
LPL Research explores how AI spending is becoming a key driver of interest rates, bond supply, credit markets, and the outlook for fixed income.
- Rate and Credit View | Financing the Future: AI’s Impact on the Bond Market | October 28,2026
LPL Research examines how the AI buildout is affecting rates and credit markets and creating opportunities for bond investors.
- Weekly Market Commentary | Big Numbers, Big Expectations: Three Keys to Earnings Season | October 26, 2026
LPL Research examines three keys to earnings season: broader profit growth, margin pressures, and high expectations amid continued AI investment.
- Equity Strategy Insights | The Bar is High for Corporate America This Earnings Season | October 21, 2026
LPL Research examines strong earnings as AI investment, broadening profit growth, and margin pressures shape the market outlook.
- Weekly Market Commentary | Moats vs. Inertia: Unpacking the Personal AI Agent Threat | October 19, 2026
LPL Research examines how personal AI agents may disrupt businesses that rely on consumer inertia while leaving strong competitive moats intact.
Blog
Outlook 2024: A Turning Point
In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic...