Market Commentary
Market News & Insights
Stay well-informed and ready with our weekly stock market updates delivered by top-tier research strategists from LPL Financial. Acquire invaluable insights into the latest trends in the financial market and stay at the forefront of stock market developments.
Shifting Leadership in Global Growth
August 17, 2026 | LPL Research
LPL Research explores shifting global growth leadership, cooling emerging markets, Fed policy expectations, and foreign demand for U.S. Treasuries.
Constructive on Stocks in the Second Half as AI Debate Continues
August 3, 2026 | LPL Research
LPL Research highlights strong corporate earnings, AI-driven growth, and a favorable equity outlook while monitoring inflation, oil prices, and risks.
Can Hyperscalers Earn Their AI Ambitions?
July 27, 2026 | LPL Research
LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex.
China Holds Keys to Post-War Oil Prices
July 20, 2026 | LPL Research
LPL Research analyzes China’s declining crude imports, inflation risks, and the resilient U.S. economy driving above-trend growth.
Keep Calm and Clip Coupons
July 13, 2026 | LPL Research
LPL Research examines how sticky inflation, Fed leadership changes, and AI-driven borrowing are shaping the fixed income outlook for 2026.
Has Stock Market Exuberance Become Irrational?
June 29, 2026 | LPL Research
LPL Research examines current market and investor sentiment in an effort to gauge current levels of exuberance.
Kevin Warsh Could Shake Up the Fed
June 22, 2026 | LPL Research
LPL Research examines Warsh’s evolving Fed approach, infrastructure-led growth, and the impact of China demand on oil prices.
Introducing the IPO Class of 2026
June 15, 2026 | LPL Research
LPL Research explains the IPO process, reviews high-profile candidates, and provides context on potential market impacts.
Is Bad News Already Priced into the Bond Market?
June 8, 2026 | LPL Research
LPL Research analyzes bond markets as yields rise, exploring Fed policy expectations, inflation trends, and whether bad news is already priced into Treasuries.
Add Context, and Stock Market Valuations are Fair
June 1, 2026 | LPL Research
LPL Research analyzes stock valuations, finding them fair given growth, rates, inflation, and AI-driven earnings outlook despite risks.
