The Unthinkable Scenario for AI Investors

Imagining the Unthinkable for AI Investors Thomas Shipp | Head of Equity Research Last Updated: July 16, 2026 Additional content provided by Tucker Beale, Sr. Analyst, Research. The most dangerous investment mistakes often begin with an inability to imagine outcomes...

Why Resource Nationalism Matters to Investors

What Is Resource Nationalism and Why Should We Care? Kristian Kerr | Head of Macro Strategy Last Updated: July 15, 2026 In LPL’s Midyear Outlook 2026, we highlighted four themes that we believe are important for investors to consider when constructing portfolios. This...

Key Facts About the Fed’s Task Forces

What We Know About the Fed’s Task Forces Dr. Jeffrey Roach | Chief Economist Last Updated: July 14, 2026 The Changing of the Guard Kevin Warsh, the new chair of the Federal Open Market Committee, has an initiative to modernize the way policy is developed, and he has...

Weekly Market Commentary | Keep Calm and Clip Coupons | July 13, 2026

Printer Friendly Version Coming into 2026, we expected inflation to move closer to the Federal Reserve’s (Fed) 2% target, the Fed to cut rates by roughly 75 basis points (bps), and Treasury yields to drift lower. Instead, the first half delivered three stress tests in...

Weekly Market Performance | July 10, 2026

LPL Research Last Updated: July 10, 2026 LPL Research provides its Weekly Market Performance for the week of July 6, 2026. Markets showed some resilience over the last five days, with U.S. equities advancing despite geopolitical tensions in the Middle East. A bounce...