Category: Market Commentary
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Weekly Market Commentary | Warsh Fed Regime: Policy Shifts & Treasury Market Impacts | May 11, 2026
LPL Research explores how a potential Warsh-led Fed could reshape policy, Treasury markets, and volatility amid rising deficits and shifting demand.
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Weekly Market Commentary | AI-Driven Growth Fuels Strong Technology Earnings | May 04, 2026
LPL Research examines overlooked tech growth, assessing strong earnings, AI skepticism, and valuation opportunities for investors.
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Weekly Market Commentary | Is the American Industrial Renaissance Real | April 27, 2026
LPL Research assesses the case for an American Industrial Renaissance, focusing on manufacturing investment, supply‑chain resilience, and energy costs.
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Weekly Market Commentary | Economic Resilience Amid Market Volatility Shocks | April 13, 2026
LPL Research reviews inflation, growth, and global financial conditions, showing why the economy continues to withstand multiple shocks.
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Weekly Market Commentary | Lessons from Past Conflicts and the Stock Market | April 06, 2026
LPL Research looks to the past for lessons on geopolitical uncertainty and its potential impact on equities.
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Weekly Market Commentary | Earnings Season Outlook: Will Markets Care? | March 30, 2026
LPL Research explains why solid earnings, AI investment, and economic resilience underpin stocks, even as oil prices and volatility pressure markets.
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Energy Stocks Vary Across Market Cycles
LPL Research explores the energy sector, and the different sub-sectors and business models within, before and after the start of the Iran War.
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Private Credit Under Pressure: Liquidity Mismatches in an AI-Disrupted Cycle
LPL Research examines recent private credit activity in the face of growing sophistication from AI.
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Why Oil Prices Matter Less — But Still Move Headline Inflation
LPL Research explains how America’s declining reliance on oil and rising geopolitical risks shape inflation, growth expectations, and volatility in 2026.
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Navigating Market Volatility During the Iran Crisis
In our 2026 Outlook: The Policy Engine, we listed several risks to stocks that could prevent the S&P 500 from achieving our forecast for high-single-digit returns in 2026 (to a fair value target range of 7,300–7,400).
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