Research
The Productivity Advantage: Powering Economic Growth in 2026 | Weekly Market Commentary | January 26, 2026
Productivity growth is the key mechanism that allows the U.S. economy to expand above its long‑run trend without reigniting inflation.
Unearthing the Metals Melt-Up | Weekly Market Commentary | January 20, 2026
Policy dynamics ranging from robust central‑bank gold purchases to evolving trade and geopolitical strategies significantly influenced price action across the metals landscape. Together with structural supply shortages and rising industrial demand, these factors have created a powerful backdrop that continues to shape market volatility and performance. In this week’s Weekly Market Commentary, we explore the drivers behind the strength in metals, the associated risks, and the outlook for the durability of the rally.
Earnings Preview: Double-Digit Streak Likely to Continue | Weekly Market Commentary | January 12, 2026
Fourth quarter earnings season unofficially kicks off this week with a dozen banks and asset managers in the S&P 500 slated to report.
Outlook
Outlook 2025: Pragmatic Optimism
Outlook 2025: Pragmatic Optimism By LPL Financial Research Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful...
Outlook 2024: A Turning Point
In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic...
Outlook 2023: Finding Balance
Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance.
Weekly Market Insights
Weekly Market Insights | Santa Arrives on Wall Street
Stocks delivered for investors last week as positive economic data and bullish holiday cheer powered the start of a “Santa Claus rally” past consumer bah humbug sentiment. The Standard & Poor’s 500 Index rose 1.40 percent, while the Nasdaq Composite Index advanced...
Weekly Market Insights | Jobs Data Delivers Bumpy Week
Stocks posted a slight gain last week as mixed jobs data triggered some selling pressure before a cooling inflation report helped stocks recover. The Standard & Poor’s 500 Index inched ahead 0.10 percent, while the Nasdaq Composite Index advanced 0.48 percent. The...
Weekly Market Insights | Stocks Mixed; Fed Makes a Move
Stocks ended last week mixed. A widely anticipated Federal Reserve decision on interest rates and a rotation into non-tech areas helped push the Dow Industrials higher, while the broader market and technology stocks lagged behind. The Standard & Poor’s 500 Index...