MARKET INSIGHT QUARTERLY
Client Letter | February 4, 2026
Dear Valued Investor, Other than the historic volatility in gold and silver prices, the biggest news for markets in January may have been the nomination of Kevin Warsh as the next Federal Reserve (Fed) Chair. We anticipate a Warsh-led Fed will be able to steer the...
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 Commentary | Five Reasons the Run in Emerging Markets Could Continue | February 9, 2026
PL Research highlights five reasons emerging markets look attractive in 2026, from dollar weakness to accelerating earnings and AI-driven growth.
LPL Research’s 2026 Strategic Asset Allocation
LPL Research’s Strategic Asset Allocation (SAA) sits at the center of our portfolio construction process because it defines how we expect diversified portfolios to generate more stable long‑term outcomes across shifting market environments.
From Bubble Fears to Disruption Risk: The New AI Market Narrative
From Bubble Fears to Disruption Risk: The New AI Market Narrative Last Edited by: LPL Research Last Updated: February 17, 2026 PRINTER FRIENDLY VERSION Wall Street narratives rarely stay still, and recent weeks have underscored how quickly sentiment can change as perceived new information challenges the status quo. Widely discussed anxiety over a potential artificial…