Category: Macro Market Movers

On February 20, the U.S. Supreme Court ruled that the Trump administration’s tariffs issued under the International Emergency Economic Powers Act (IEEPA) are illegal.

LPL’s Weekly Market Performance for the week of March 16, 2026, highlights the latest geopolitical developments, Fed decision, and global market headlines.

LPL Research offers ideas for volatile markets: diversify with alternatives, TIPS, and real assets, and stay disciplined amid ongoing geopolitical risks.

LPL Research analyzes how midterm elections affect markets — midterms can rattle sentiment, but history favors patience. Focus on your plan, not politics.

The Return of the Stock Picker’s Market Adam Turnquist | Chief Technical Strategist Last Updated: February 17, 2026 If you judged the S&P 500 solely by its flat year-to-date performance, you may assume it has been an uneventful year for the U.S. equity market. However, underneath the surface of the market is a much different…

Hyperscalers Plan to Live Up to Their Name Jeff Buchbinder | Chief Equity Strategist Last Updated: February 12, 2026 Additional content provided by Brian Booe, Associate Analyst, Research. Capital markets have faced quite an array of moving pieces over the last couple of weeks, ranging from equity market rotation dynamics, volatile metals and commodity price…

LPL Research examines what a new Fed-Treasury accord could look like and the potential impact on markets.

Picks and Shovels in U.S. Housing Market Thomas Shipp | Head of Equity ResearchLast Updated: February 10, 2026 Additional content provided by Tucker Beale, Analyst, Research. If U.S. Housing Inflection Is Near, Look for More Than Just Homebuilders Over the last three months, the housing conversation has warmed up again. Markets seem to be saying…

ISM Offers Another Positive Earnings Signal Jeff Buchbinder | Chief Equity StrategistLast Updated: February 05, 2026 In yesterday’s LPL Research blog, we highlighted the relationship between South Korean exports and U.S. corporate profits. Simply put, the boom in export data reflects strength in the technology supply chain, which, in turn, suggests a healthy environment for…