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LPL Research

Eight Takeaways from the Supreme Court’s Tariff Ruling

On February 20, the U.S. Supreme Court ruled that the Trump administration’s tariffs issued under the International Emergency Economic Powers Act (IEEPA) are illegal.

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…

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.

Weekly Market Commentary | Dueling Mandates: The Fed’s Policy Caution and Treasury’s Growing Borrowing Needs | February 2, 2026

LPL Research examines how the Fed is entering 2026 amid constrained conditions and as growth and inflation meet an unsustainable fiscal trajectory.

Weekly Market Commentary | The Productivity Advantage: Powering Economic Growth in 2026 | January 26, 2026

LPL Research examines how rising productivity, AI adoption, and structural shifts toward services are supporting U.S. economic growth in 2026.

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Economic Activity Tracker

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Assessing the Impact of Developments in Iran: Watch Energy

Over the weekend, the United States and Israel conducted a coordinated series of missile and drone strikes against Iran, targeting several high-value military installations in an effort to hinder Iran’s nuclear development efforts…

Weekly Market Performance — February 27, 2026

LPL Research provides its Weekly Market Performance for the week of February 23, 2026. U.S. stocks fell for the week as concerns about AI’s disruptive impact drove a broader risk‑off shift. Technology and banks weakened, while defensive sectors held up better.

Continuation Funds: What They Are and Why They Matter

With traditional private equity investment exits facing difficulty over the past few years — albeit improving somewhat recently — private equity sponsors have increasingly relied on the use of continuation funds…

Competitors to the Greenback Are Less Significant

Let’s develop a scenario to explain the importance of foreign exchange (FX) markets and specifically, the dominance of the U.S. dollar. Say, for example, Thailand, one of the world’s major rice exporters, engages in trade with Brazil, the second‑largest cotton exporter…

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