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Weekly Market Commentary | Lessons From Past Conflicts for Today’s Stock Market | April 6, 2026LPL Research looks to the past for lessons on geopolitical uncertainty and its potential impact on equities. READ MORE Tracking #1088174 |...

Weekly Market Commentary | Earnings Likely to Grow Double-Digits Again; Will Markets Care? | March 30, 2026LPL Research explains why solid earnings, AI investment, and economic resilience underpin stocks, even as oil prices and...

Weekly Market Commentary | Private Credit Under Pressure: Liquidity Mismatches in an AI-Disrupted Cycle | March 23, 2026LPL Research examines recent private credit activity in the face of growing sophistication from AI. READ MORE...

Weekly Market Commentary | Why Oil Prices Matter Less — But Still Move Headline Inflation | March 16, 2026LPL Research explains how America’s declining reliance on oil and rising geopolitical risks shape inflation, growth expectations,...

Weekly Market Commentary | Markets Tested as Iran Conflict Continues | March 9, 2026LPL Research reviews how the Iran conflict is affecting markets, highlighting energy risks, market resilience, and what investors should watch in the...

Weekly Market Commentary | How LPL Research Thinks About Dividends | March 2, 2026Looking beyond recent dividend strategies' performance, LPL Research asks and answers the question “How should I think about dividend stocks or building...

Weekly Market Commentary | From Bubble Fears to Disruption Risk: The New AI Market Narrative | February 17, 2026LPL Research analyzes recent market activity, AI anxieties, and possible directions the new technology could be heading in....

Weekly Market Commentary | Dueling Mandates: The Fed’s Policy Caution and Treasury’s Growing Borrowing Needs | February 2, 2026LPL Research examines how the Fed is entering 2026 amid constrained conditions and as growth and inflation...

Weekly Market Commentary | The Productivity Advantage: Powering Economic Growth in 2026 | January 26, 2026LPL Research examines how rising productivity, AI adoption, and structural shifts toward services are supporting U.S. economic...

Weekly Market Commentary | Unearthing the Metals Melt-Up | January 20, 2026LPL Research explores the drivers behind the strength in metals, the associated risks, and the outlook for the durability of the rally. READ MORE Tracking...

Weekly Market Commentary | Earnings Preview: Double-Digit Streak Likely to Continue | January 12, 2026LPL Research takes a look at fourth quarter earnings season as it unofficially kicks off this week with a dozen banks and asset...

Weekly Market Commentary | Evaluating Our 2025 Forecasts: Equity, Fixed Income, and the U.S. Economy | January 5, 2026LPL Research reviews 2025 market predictions: key wins, misses, and lessons across equities, fixed income, and the U...

Weekly Market Commentary | Navigating Neutral: Fed Policy Key for Fixed Income Markets in 2026 | December 22, 2025LPL Research forecasts income-driven returns for 2026, with neutral duration, cautious Fed policy, and tight credit...

Weekly Market Commentary | Policy Tailwinds and Artificial Intelligence to Power Stocks in 2026 | December 15, 2025 LPL Research examines why the bull market appears ready to continue its run in 2026, powered by AI enthusiasm and...

Outlook 2026 | The Policy Engine | December 9, 2025 LPL Research offers 2026 Outlook: The Policy Engine, providing a comprehensive recap of the economy and market to date, plus a forecast into 2026. READ MORE Tracking LPL #820497 |...

Weekly Market Commentary | More Keys for Markets in 2026: LPL Market Outlook Sneak Peek | December 1, 2025 LPL Research previews Outlook 2026, highlighting key market drivers — AI, elections, alternatives, and global risks — to help...

Weekly Market Commentary | Corporate America Cleared a High Bar This Earnings Season | November 24, 20255 LPL Research examines a third quarter earnings season that is winding down over the next couple of weeks and has once again met...

Weekly Market Commentary | Early Keys to 2026 | November 17, 2025 In a year that could easily be defined by a few different words — including but not limited to tariffs, technology, or more broadly, uncertainty — capital markets have...

Weekly Market Commentary | AI Infrastructure: A New Pillar of Economic Growth | November 10, 2025 LPL Research explores how AI-driven investments and intellectual property are reshaping U.S. economic growth, capital flows, and market...

Weekly Market Commentary | From Micro to Macro: A Busy Week of Market-Moving Data | November 3, 2025 LPL Research reports on Fed rate cut, U.S.–China trade truce, strong earnings, and AI spending scrutiny amid narrowing market breadth...

Weekly Market Commentary | What Could Spook Markets | October 27, 2025 LPL Research provides commentary on which risks should be paid attention to as the markets move into the final months of the year. READ MORE Tracking #816060 |...

Weekly Market Commentary | Cockroaches, Canaries, and Credit Markets | October 20, 2025 LPL Research highlights early signs of stress in corporate credit markets, with rising defaults and tight spreads in leveraged and private credit....

Weekly Market Commentary | Happy Anniversary Bull Market | October 13, 2025 This bull market enters year four with strong gains, driven by tech and AI. History suggests more upside ahead amid resilient growth and a dovish Fed stance....

Weekly Market Commentary | Q3 Earnings: Resilient Margins, AI Boosts Growth | October 6, 2025 LPL Research provides a Q3 earnings preview highlighting strong AI-driven growth, resilient margins despite tariffs, and a positive outlook...

Weekly Market Commentary | Equity Market Melt-Up Cools as Government Shutdown Looms | September 29, 2025 LPL Research analyzes recent market performance as Fed expectations, strong economic data, government shutdown concerns and more...

Weekly Market Commentary | No Risk-Free Path | September 22, 2025 LPL Research examines the potential effects of recent Fed actions. READ MORE Tracking #799563 | #800062 (Exp. 09/26)

Weekly Market Commentary | The Intersection of Political Uncertainty and Global Debt Markets | September 15, 2025 LPL Research examines political shifts and fiscal concerns in Japan, France, the U.K., and the U.S. and its impact on...

Weekly Market Commentary | Stocks Are Following the Market’s Playbook | September 8, 2025 LPL sees bull market strength as stocks follow recovery trends, with AI growth, Fed cuts, and economic resilience driving upside. READ...

Weekly Market Commentary | Calm Before the Storm: Can This Rally Continue in September? | September 2, 2025 Explore September stock market trends, S&P 500 seasonality, earnings growth, and Fed rate cut expectations in LPL Research’s...

Weekly Market Commentary | Grand Ideas at the Grand Tetons | August 25 2025 LPL Research examines recent Fed comments and what to expect moving forward. READ MORE  Tracking #786184 | #787588 (Exp. 08/26)

Weekly Market Commentary | Earnings Season Delivers | August 18, 2025 LPL Research discusses key takeaways from the most recent earnings season. READ MORE  Tracking #783611 | #784394 (Exp. 08/26)

Weekly Market Commentary | Stocks Sailing Smoothly Through Policy Crosscurrents So Far | August 11 2025 LPL Research examines recent stock performance in the face of changing and unexpected policy decisions by the current...

Weekly Market Commentary | Economy in Uncharted Waters | July 28, 2025 LPL Research analyzes the U.S. economy’s uncertain path amid evolving trade policy, rising delinquencies, and shifting market leadership. READ MORE  Tracking...

Weekly Market Commentary | Midyear Fixed Income, Currency, andCommodity Markets Outlook: Higherfor Longer | July 21, 2025 LPL Research provides its midyear bond and commodity market outlook on interest rates, Federal Reserve rate cuts...

Weekly Market Commentary | Midyear Stock Market Insights: Challenges and Opportunities | July 14, 2025 LPL Research provides their midyear stock market outlook, discussing tariffs, geopolitical uncertainty, the Mag 7, and more. READ...

Weekly Market Commentary | Strategic Time Horizon SupportsAllocation to Non-U.S. Equities | June 30, 2025 LPL Research examines why strategic allocations should still consider diversification into international equities. READ...

Weekly Market Commentary | China’s Equity Market Diverges: A-Shares vs. H-Shares | June 23, 2025 LPL Financial explores the split in China’s stock market, as mainland A-shares struggle and internationally accessible H-shares rally on...

Weekly Market Commentary | Inflation’s Importance to Financial Markets Cannot Be Overstated | June 16, 2025 Inflation’s effects on the economy, policy, and the financial markets are wide-ranging. LPL Financial explores the ways...

Weekly Market Commentary | Q1 Buybacks Boost Stocks Amid Market Recovery | June 9, 2025 Corporate buybacks surged in Q1, supporting the market’s rebound. LPL Financial explores which sectors are buying and how it could shape future...

Weekly Market Commentary | Tariffs and Market Volatility Likely to Stick | June 2, 2025 LPL Research discusses recent tariff news, what direction the Trump administration might go in next, and potential market implications. READ...

Weekly Market Commentary | Can Earnings Catch Up to This Stock Market Rally? | May 27, 2025 LPL Research discusses first quarter's solid reporting season and why it might not offer much of a confidence boost for the rest of 2025's...

Weekly Market Commentary | Market Update: Tariff Pause Boosts Sentiment, Fed Steady | May 19, 2025 LPL Research explores the temporary pause on tariffs with China, the impact on investor sentiment, and the ongoing strength of the U.S....

Bulls Are on Trial | Weekly Market Commentary | May 12, 2025 LPL Research discusses trade talks and their market outlook, noting progress but ongoing uncertainty due to tariff risks and economic conditions. READ MORE  Tracking...

Adding Global Diversification on Growing Trade Optimism Global Portfolio Strategy | May 8, 2025 Major averages ended a volatile April mostly lower after paring back a deep correction in the wake of the April 2 reciprocal tariff...

Finding Value Among the Muni Market Malaise | Weekly Market Commentary | May 5, 2025 LPL Research highlights the volatile month for the municipal bond market, the impact of supply outpacing demand, strong credit fundamentals, and more...

Softer Tone on China Is Encouraging, but Some Caution Still Advised| Weekly Market Commentary | April 28, 2025 LPL Research discusses recent market advancements and what they might mean for investing. READ MORE  Tracking #730788...

Revising Our S&P 500 Target Amid a Storm of Uncertainty| Weekly Market Commentary | April 21, 2025 LPL Research discusses another volatile week for markets, introduces a revised S&P 500 target, and assesses the likelihood of the lows...

Tariff Turmoil: Where Do We Go from Here? LPL Research provides key takeaways from recent tariff news, including some potential silver linings. READ MORE  Tracking #720090 | #720092 (Exp. 04/26)

Tariff Turmoil: Where Do We Go from Here? LPL Research provides key takeaways from recent tariff news, including some potential silver linings. READ MORE  Tracking #720090 | #720092 (Exp. 04/26)

After two strong years, the market is correcting. We break down what it means, why it’s normal, and how to know if your portfolio is built to weather any storm.

Tariff Uncertainty Facing Stocks to Start Clearing Soon | March 31, 2025 LPL Research discusses how markets continue to struggle with trade uncertainty ahead of this week's big tariff announcements. READ MORE  Tracking #715963 |...