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Weekly Market Commentary | Retain Your Focus on Economic Fundamentals | November 09, 2026
The artificial intelligence (AI) boom is becoming increasingly intertwined with the broader U.S. economy, fueling a surge in imports of semiconductors and servers while making data center construction an important source of business investment.
Weekly Market Performance | November 6, 2026
LPL’s Weekly Market Performance for the week of November 2, 2026, highlights post-midterm market activity, bond market gains, and falling oil prices.
2026 Outlook: The Policy Engine
In 2026, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction. This shift means that policy influence and market momentum have become significantly more impactful in shaping market trends, often overshadowing underlying economic performance…
Weekly Market Commentary | Retain Your Focus on Economic Fundamentals | November 09, 2026
The artificial intelligence (AI) boom is becoming increasingly intertwined with the broader U.S. economy, fueling a surge in imports of semiconductors and servers while making data center construction an important source of business investment.
Weekly Market Performance | November 6, 2026
LPL’s Weekly Market Performance for the week of November 2, 2026, highlights post-midterm market activity, bond market gains, and falling oil prices.
AI’s Global Buildout Is Redrawing Trade Flows
LPL Research explores the impact that the AI buildout has on international trade and economic growth.