PORTFOLIO COMPASS
Weekly Market Commentary | Why Carry Is the Strategy in Municipal Bonds Right Now | August 10, 2026
LPL Research outlines how a Fed on hold, strong reinvestment demand, and elevated yields create compelling opportunities in municipal bonds.
Client Letter | August 5, 2026
The second half of 2026 began with investors facing no shortage of uncertainty, from the Iran conflict and
higher oil prices to ongoing questions surrounding potential payoffs from massive artificial intelligence (AI)
investment.
Weekly Market Commentary | Constructive on Stocks in H2 as AI Debate Continues | August 03, 2026
LPL Research highlights strong corporate earnings, AI-driven growth, and a favorable equity outlook while monitoring inflation, oil prices, and risks.
Weekly Market Commentary | Can Hyperscalers’ AI Ambitions Add Up? | July 27, 2026
LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex.
Weekly Market Commentary | Oil Prices, China, and U.S. Inflation Risks | July 20, 2026
LPL Research analyzes China’s declining crude imports, inflation risks, and the resilient U.S. economy driving above-trend growth.