Lawrence Gillum

Keep Calm and Clip Coupons

LPL Research examines how sticky inflation, Fed leadership changes, and AI-driven borrowing are shaping the fixed income

By Lawrence Gillum

Municipal bonds often see a seasonal lift during the summer months. This pattern, known as sum

By Lawrence Gillum

LPL Research analyzes bond markets as yields rise, exploring Fed policy expectations, inflation trends, and whether

By Lawrence Gillum

The artificial intelligence (AI) boom has transitioned from an equity market narrative t

By Lawrence Gillum

LPL Research explores how a potential Warsh-led Fed could reshape policy, Treasury markets, and volat

By Lawrence Gillum

Concerns about the sustainability of U.S. fiscal policy have moved back into the investment spotlight. Over the past we

By Lawrence Gillum

LPL Research examines the fixed income space as global bonds broaden yields and reduce U.S. conc

By Lawrence Gillum

Corporate credit markets have become unsettled about the potential for advanced agentic AI tools from fi

By Lawrence Gillum

The Treasury market is stuck between artificial intelligence (AI)-driven job displacement and the ongoing conflic

By Lawrence Gillum