Printer Friendly Version Can Hyperscalers Earn Their AI Ambitions? LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex. Market context: The first half of 2026 was a...
China Holds Keys to Post-War Oil Prices Printer Friendly Version Key Talking Points Global growth remains uneven, with the U.S. economy continuing to outperform while China faces softer demand and a less consistent recovery. For an in-depth outlook, consult the...
Printer Friendly Version Coming into 2026, we expected inflation to move closer to the Federal Reserve’s (Fed) 2% target, the Fed to cut rates by roughly 75 basis points (bps), and Treasury yields to drift lower. Instead, the first half delivered three stress tests in...
