LPL Research

Tactical Asset Allocation Guide | Repositioned for an Improving Macro Backdrop | May 11, 2026

LPL Research favors U.S. equities, especially technology and growth, supported by strong AI driven earnings, while fixed income is underweight…..

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Weekly Market Commentary | A New Fed Regime: Warsh, Policy Direction, and Treasury Market Consequences | May 11, 2026

LPL Research explores how a potential Warsh-led Fed could reshape policy, Treasury markets, and volatility amid rising deficits and shifting…..

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Client Letter | AI-Fueled Growth Meets Market Volatility | May 6, 2026

AI investment fuels growth amid oil and geopolitical volatility, while strong earnings underpin long-term market confidence...

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Rate and Credit View | Navigating the Post-Powell Era: Warsh’s Fed and the Implications for Treasury Markets | May 2026

LPL Research explains how a shift in Fed leadership, rising deficits, and less guidance may fuel rate volatility — and…..

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Weekly Market Commentary | AI Wave Continues to Power Technology Earnings Boom | May 4, 2026

LPL Research examines overlooked tech growth, assessing strong earnings, AI skepticism, and valuation opportunities for investors...

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