Research
Weekly Market Commentary | Stock Market’s Wall of Worry Gets Taller | September 28, 2026
Printer Friendly Version Stocks continue to climb a wall of worry, a wall that has gotten a bit taller as fall begins. The conflict in the Middle East, higher interest rates, and questions surrounding the enormous artificial intelligence (AI) capital spending boom all present legitimate risks for investors. While each of these challenges could generate…
Weekly Market Commentary | What’s Holding Up Record S&P 500 Margins? | September 21, 2026
LPL Research analyzes S&P 500 margin expansion, assessing how much is structural versus cyclical and what that means for future earnings forecasts.
Weekly Market Commentary | What History Teaches Us About Fed Hikes & Stocks | September 14, 2026
Printer Friendly Version A hot CPI print. Friday’s slightly hot Consumer Price Index (CPI) report lifted the bond market’s odds of a rate hike from the Federal Reserve (Fed) this week to near 90%. Markets take it in stride. The positive reactions from stocks and bonds were interesting, suggesting that perhaps market participants have been…
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…
Weekly Market Insights
Weekly Market Insights | Stocks Advance; Investors’ Attention on What’s Next.
Stocks advanced last week as the broad market looked past inflationary pressures and focused on falling oil prices, declining bond yields, and ongoing diplomatic efforts in the Middle East. The Standard & Poor’s 500 Index rose 1.22 percent, while the Nasdaq...
Weekly Market Insights | Fed Ups Rates; Investors Ponder AI, Oil
Stocks ended last week mixed as investors navigated the Fed’s rate decision, Treasury yields, oil prices, and the volatile AI trade. The Standard & Poor’s 500 Index declined 0.09 percent, while the Nasdaq Composite Index rose 0.72 percent. The Dow Jones Industrial...
Weekly Market Insights | CPI Holds Steady; Investors Await Fed Action
Stocks fell over a shortened trading week as higher oil prices rattled investors. The Standard & Poor’s 500 Index declined 0.80 percent, while the Nasdaq Composite Index edged down 0.66 percent. The Dow Jones Industrial Average fell 1.57 percent. The MSCI EAFE...