Global Portfolio Strategy | Patiently Awaiting a Pullback Before Considering Adding Risk | November 12, 2025

LPL Research’s November Global Portfolio Strategy: neutral equity stance, AI-driven tech strength, cautious fixed income outlook, and sector updates...

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Weekly Market Commentary | AI Infrastructure: A New Pillar of Economic Growth | November 10, 2025

LPL Research explores how AI-driven investments and intellectual property are reshaping U.S. economic growth, capital flows, and market dynamics...

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Client Letter | Positive Momentum Builds as Year-End Approaches | November 5, 2025

LPL Research reviews strong earnings, Fed policy signals, and easing trade tensions shaping the market outlook into year-end...

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Weekly Market Commentary | From Micro to Macro: A Busy Week of Market-Moving Data | November 3, 2025

LPL Research reports on Fed rate cut, U.S.–China trade truce, strong earnings, and AI spending scrutiny amid narrowing market breadth…..

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Weekly Market Commentary | What Could Spook Markets | October 27, 2025

LPL Research provides commentary on which risks should be paid attention to as the markets move into the final months…..

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