Archive

Counting Down to the SpaceX Launch

2 June 2026
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LPL Research reviews SpaceX, covering what the company does, what it intends to do, and our key takeaways from the S-1.

Weekly Market Performance — May 29, 2026

29 May 2026
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LPL’s Weekly Market Performance for the week of May 25, 2026, highlights high-profile market drivers, commodity market moves, and economic data.

Technical Take on the Record-High Rally

28 May 2026
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LPL Research examines the technical setup supporting the rally in stocks, the catalysts driving momentum, and whether the current pace of gains is sustainable.

AI’s New Frontier: The Transformation of Investment-Grade Credit

26 May 2026
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AI-driven bond issuance by hyperscalers is reshaping IG credit, boosting supply and duration risk, and providing opportunities for income-focused investors.

Weekly Market Performance — May 22, 2026

22 May 2026
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LPL’s Weekly Market Performance for the week of May 18, 2026, highlights tech earnings, economic data, and the Treasury Quarterly Refunding Announcement.

How AI May Increase Jobs, Not Replace Them

21 May 2026
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LPL Research highlights how AI is changing work, not eliminating it, with productivity gains increasing labor demand in a shifting economy.

Potential Risks That Could Challenge the Strong Market Narrative

20 May 2026
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LPL Research discusses risks to the consensus — from inflation, AI spending shifts, and rates — that could challenge the strong earnings market narrative.

Why Most Portfolio Manager Mistakes Seem Smart at the Time

19 May 2026
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LPL Research reveals why portfolio manager mistakes often seem smart in real time, and how subtle shifts in process, incentives, and risk can lead to avoidable underperformance.

Weekly Market Performance — May 15, 2026

15 May 2026
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LPL’s Weekly Market Performance for the week of May 11, 2026, highlights record market highs despite higher oil prices, rising Treasury yields, and elevated inflation.

Tactical Update: Rising Conviction on Earnings Growth

14 May 2026
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LPL Research provides an update on their tactical positioning and how strong earnings have influenced it.