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Weekly Market Commentary
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.
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.
Market Signal Podcast
Macro. Market. Movers
Are Crack Spreads a Signal Beneath Oil Prices?
LPL Research discusses what diesel crack spreads are, and why markets are shifting their energy market focus one step deeper.
An Eventful Fourth Quarter Awaits
LPL Research discusses how markets entering Q4 face election uncertainty, higher bond yields, and earnings season, while fundamentals remain key.
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