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Weekly Market Commentary | Can Hyperscalers’ AI Ambitions Add Up? | July 27, 2026
LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex.
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Weekly Market Performance | July 24, 2026
LPL’s Weekly Market Performance for the week of July 20, 2026, highlights AI worries, high-profile earnings, and geopolitical tensions.
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What’s Next for the Private Equity Buyout Market?
LPL Research examines buyout fund performance, distributions, vintage years, and what investors should expect from private equity ahead.
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What History Shows in Midterm Election Years
LPL Research explains why midterm election years often bring volatility and how periods of uncertainty have historically created opportunities for investors.
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Oil Rallies as Supply Routes Come Under Pressure
LPL Research examines the latest developments in the oil market and how renewed geopolitical tensions are impacting supply.
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Weekly Market Commentary | Oil Prices, China, and U.S. Inflation Risks | July 20, 2026
LPL Research analyzes China’s declining crude imports, inflation risks, and the resilient U.S. economy driving above-trend growth.
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Weekly Market Performance | July 17, 2026
LPL’s Weekly Market Performance for the week of July 13, 2026, highlights AI jitters, geopolitical developments, and corporate earnings.
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The Unthinkable Scenario for AI Investors
LPL Research dares to imagine a non-consensus future for AI where reality fails to meet lofty investor expectations.
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Why Resource Nationalism Matters to Investors
LPL Research discusses resource nationalism: what it is, why it matters, and what are the implications for investors building multi-asset portfolios.
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Key Facts About the Fed’s Task Forces
LPL Research breaks down the Fed’s five task forces and what their recommendations could mean for inflation, productivity, and policy.
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