Why Oil Prices Matter Less — But Still Move Headline Inflation

PRINTER FRIENDLY VERSION Lower oil “intensity” — less oil used per dollar of economic output — means energy shocks have a smaller impact on growth than in past decades. And from the supply side, the U.S. is now a net exporter of petroleum products. Because we produce...

Weekly Market Performance — March 13, 2026

LPL Research’s Latest Blog Posts Last Updated: March 13, 2026 LPL Research provides its Weekly Market Performance for the week of March 9, 2026. Capital markets remained volatile for another week as geopolitical turmoil in the Middle East and rising oil prices...

Oil in the Driver’s Seat as Geopolitical Tensions Rise

Adam Turnquist | Chief Technical Strategist Last Updated: March 12, 2026 The market has shifted quickly from concerns about artificial intelligence (AI) disruption to rising geopolitical risks tied to the conflict in Iran. Headlines continue to drive market movements...

So…You Want to Build a Data Center

Thomas Shipp | Head of Equity Research Last Updated: March 11, 2026 Additional content provided by Tucker Beale, Sr. Analyst, Research. As the capital expenditure (capex) race for compute continues, we thought that it would be worthwhile to briefly outline the current...

Treasury Market: Stuck Between Iran and a SaaS Space

Lawrence Gillum | Chief Fixed Income Strategist Last Updated: March 10, 2026 The Treasury market is stuck between artificial intelligence (AI)-driven job displacement and the ongoing conflict in Iran. Earlier in the year, Treasury yields fell sharply as investors...