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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.
Will the Santa Claus Rally Spark a Bullish Start to 2026?
LPL Research explores the Santa Claus Rally seasonal period and what it could signal for stocks in 2026.
Am I Diversified in the Age of AI?
LPL Research notes trends in artificial intelligence (AI) across industries, requiring increased scrutiny of whether a portfolio is over- or under-exposed.
Japanese Stimulus Tests Yields and the Yen
LPL Research analyzes the market reaction to Japan’s recently announced stimulus package.
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.
Technology Rules the Roost, But Where Have the Defensives Gone?
LPL Research analyzes changes in the sector compositions of the S&P 500 over the past four decades.
Pfizer Tariff Reprieve Gives Healthcare a Shot in the Arm
LPL Research discusses how Pfizer’s tariff deal has boosted healthcare stocks and is reshaping drug pricing — here’s what it means for investors.