Outlook
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s...
Research
Earnings Strength Remains Amid Mideast Conflict
LPL Research assesses the potential effects of war in Iran on earnings, highlighting the resilience of the U.S. economy and corporate America.
Why Oil Prices Matter Less — But Still Move Headline Inflation
LPL Research explains how America’s declining reliance on oil and rising geopolitical risks shape inflation, growth expectations, and volatility in 2026.
Weekly Market Performance — March 13, 2026
LPL’s Weekly Market Performance for the week of March 9, 2026, highlights geopolitical developments, earnings, and commodity moves and their impact on markets.
Oil in the Driver’s Seat as Geopolitical Tensions Rise
LPL Research examines how the Iran conflict is influencing equity and oil markets.
So…You Want to Build a Data Center
LPL Research explores what data center construction and operation tells us about the future of compute.
Treasury Market: Stuck Between Iran and a SaaS Space
LPL Research examines how Treasury yields are caught between AI‑driven growth concerns and rising inflation pressures from escalating geopolitical risks.