NEWS & INSIGHTS

November 10, 2025

AI Infrastructure: A New Pillar of Economic Growth

Jeffrey Roach, PhD, Chief Economist, LPL Financial

Artificial intelligence (AI) makes daily headlines, and investors are questioning if businesses’ AI-related investment can continue at this pace. The money spent on data centers, software, and other AI-related investments reveal the structural shifts occurring in the economy. The latest on Commercial & Industrial (C&I) Loans gives us insights into the sustainability of this trend. If an economy wants to encourage innovation, entrepreneurship, and scientific development, businesses need a stable macro environment with price stability, strong property rights, and dynamic capital markets that can fund great ideas.

November 10, 2025

AI Infrastructure: A New Pillar of Economic Growth

2025 Market Outlook - LPL Financial

From Micro to Macro: A Busy Week of Market-Moving Data

November 3, 2025

Halloween Special: What Could Spook Markets

October 27, 2025

Cockroaches, Canaries and Credit Markets

October 20, 2025

Happy Anniversary Bull Market

October 13, 2025

Q3 Earnings Season Preview: Little Suspense

October 6, 2025

Equity Market Melt-Up Cools as Government Shutdown Looms

September 29, 2025

No Risk-Free Path

September 22, 2025

The Intersection of Political Uncertainty and Global Debt Markets

September 15, 2025

Stocks Are Following the Market’s Playbook

September 8, 2025

Calm Before the Storm: Can This Rally Continue in September?

September 2, 2025

Grand Ideas at the Grand Tetons

August 25, 2025

Earning Season Delivered

August 18, 2025

Stocks Sailing Smoothly Through Policy Crosscurrents So Far

August 11, 2025

Seven Takeaways From a Dizzying Week for Markets

August 4, 2025

Economy in Uncharted Waters

July 28, 2025

Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer

July 21, 2025

Midyear Stock Market Outlook: Path to Upside Clouded with Uncertainty

July 14, 2025

Strategic Time Horizon Supports Allocation to Non-U.S. Equities

June 30, 2025

China’s Equity Market Diverges: A-Shares vs. H-Shares

June 23, 2025

Inflation’s Importanct To Financial Markets Cannot Be Overstated

June 16, 2025

Q1 Buybacks Boost Stocks Amid Market Recovery

June 9, 2025

Tariffs and Market Volatility Likely to Stick

June 2, 2025

Can Earnings Catch Up to This Stock Market Rally

May 27, 2025

Market Update: Tariff Pause Boosts Sentiment, Fed Steady

May 19, 2025

Bulls Are on Trial

May 12, 2025

Finding Value Among the Muni Market Malaise

May 5, 2025

Softer Tone on China is Encouraging, but Some Caution Still Advised

April 28, 2025

Revising Our S&P500 Target Amid a Storm of Uncertainty

April 21, 2025

Decent Chance Stock Market Bottom Is In, But Far From Certain

April 14, 2025

Tariff Turmoil: Where Do We Go From Here?

April 7, 2025

Powell Walked a Tightrope

March 24, 2025

Market Correction Perspective

March 17, 2025

Navigating Strategic and Tactical Investment Horizons: The Differences

March 10, 2025

Earning Season Recap: Strong Growth, Big Upside, Now What?

March 3, 2025

Tariffs Ignite a Metals Melt-Up

February 18, 2025

Key Pillars of the Bull and Bear Cases in 2025

February 10, 2025

U.S. Exceptionalism: Is It Still Intact?

February 3, 2025

IS THE BOND MARKET WORRIED ABOUT INFLATION

January 27, 2025