LPL Research Blog

LPL Research explores how geopolitics, tariffs, and AI are shaping 2026 growth, inflation, and jobs, with resilient demand but rising supply-side risks.

LPL Research explores how a potential Warsh-led Fed could reshape policy, Treasury markets, and volatility amid rising deficits and shifting demand.

AI investment fuels growth amid oil and geopolitical volatility, while strong earnings underpin long-term market confidence.

LPL Research explains how a shift in Fed leadership, rising deficits, and less guidance may fuel rate volatility — and what it means for bonds and credit.

LPL Research examines overlooked tech growth, assessing strong earnings, AI skepticism, and valuation opportunities for investors.

LPL Research highlights tech leadership driven by AI capex, accelerating earnings growth, strong margins, and market valuations lagging fundamentals.

LPL Research assesses the case for an American Industrial Renaissance, focusing on manufacturing investment, supply chain resilience, and energy costs.

LPL Research examines the forces behind a potential American industrial renaissance, including supply chains, industrial policy, and energy competitiveness.

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.