Using the Late 90s as a Comp, the AI Boom Still Has Legs Jeff Buchbinder | Chief Equity Strategist Last Updated: May 12, 2026 Many have drawn the comparison between the current AI buildout with the dotcom period in the late 1990s, when the infrastructure for the...
PRINTER FRIENDLY VERSION A New Fed Regime: Warsh, Policy Direction, and Treasury Market Consequences LPL Research explores how a potential Warsh-led Fed could reshape policy, Treasury markets, and volatility amid rising deficits and shifting demand. The Post-Powell...
LPL Research Last Updated: May 08, 2026 LPL Research provides its Weekly Market Performance for the week of May 4, 2026. U.S. equities advanced despite ongoing geopolitical volatility, as investors increasingly focused on strong corporate earnings, resilient economic...
April Rotation: U.S. Large Caps Regain Dominance Jeff Buchbinder | Chief Equity Strategist Last Updated: May 07, 2026 Additional content provided by Kent Cullinane, CFA, Sr. Analyst, Research. With April behind us, we conducted a deep dive into exchange-traded fund...
Kristian Kerr | Head of Macro Strategy Last Updated: May 06, 2026 Additional content provided by Brian Booe, Associate Analyst, Research. Gold’s behavior since the escalation of conflict in the Middle East has been, at first glance, counterintuitive. Periods of...
