Learn
The Tension Between Market Optimism and Policy Reality
LPL Research discusses falling oil supports optimism, but persistent inflation keeps the Fed cautious — leaving markets caught between improving trends and policy risk.
Counting Down to the SpaceX Launch
LPL Research reviews SpaceX, covering what the company does, what it intends to do, and our key takeaways from the S-1.
Using the Late 90s as a Comp, the AI Boom Still Has Legs
LPL Research compares stock market performance during the AI era to the dotcom period in the late 1990s.
Seven Takeaways from Warsh Confirmation Hearing
LPL Research examines new insights from the Senate Confirmation Hearing for Nominee Kevin Warsh
What’s Driving Gold’s Stumble? Checking Underneath the Tape
LPL Research discusses what’s been driving gold prices this month and the outlook for the yellow metal.
Oil in the Driver’s Seat as Geopolitical Tensions Rise
LPL Research examines how the Iran conflict is influencing equity and oil markets.
Assessing the Impact of Developments in Iran: Watch Energy
LPL Research discusses the primary market impacts of fluid U.S.-Iran geopolitical developments that began over the weekend.
Hyperscalers Plan to Live Up to Their Name
LPL Research examines the recent spending guidance from the artificial intelligence hyperscalers, and key takeaways and metrics to watch.
LPL Research Presents Outlook 2026
2026 Outlook: The Policy Engine, providing a comprehensive recap of the economy and market to date, plus a forecast into 2026.