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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. That spending has...

Weekly Market Commentary | How AI Spending Is Reshaping Bond and Rates Markets | November 02, 2026

Printer Friendly Version Has AI Become a Rates Story? November 02, 2026 | LPL Research Financing the AI buildout: Bonds have been behind the world’s biggest buildouts, effectively financing the future throughout history. And while equity markets have remained front...

Recent Posts

  • Weekly Market Commentary | Retain Your Focus on Economic Fundamentals | November 09, 2026
  • Weekly Market Commentary | How AI Spending Is Reshaping Bond and Rates Markets | November 02, 2026
  • Weekly Market Commentary | Big Numbers, Big Expectations: Three Keys to Earnings Season | October 26, 2026
  • Weekly Market Performance | October 23, 2026
  • Weekly Market Commentary | Moats vs. Inertia: Unpacking the Personal AI Agent Threat | October 19, 2026

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