Weekly Market Commentary

Stay up to date on the markets with a weekly recap from LPL Research. Each article covers timely topics like earnings season, market opportunities, policy changes, and risks — context and analysis to help you make sense of market moves. Concluding with a weekly wrap up and strategic insights, five to seven minutes is all you need.

Latest Articles

Be sure to make time for this LPL favorite — whether you use it as fodder for the lunchroom, around the dinner table, or with a financial professional. A great read in five to seven minutes.

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Why Carry Is the Strategy in Municipal Bonds Right Now

| LPL Research

LPL Research outlines how a Fed on hold, strong reinvestment demand, and elevated yields create compelling opportunities in municipal bonds.

Constructive on Stocks in H2 as AI Debate Continues

| 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' AI Ambitions Add Up?

| LPL Research

LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex.

Oil Prices, China, and U.S. Inflation Risks

| LPL Research

LPL Research analyzes China’s declining crude imports, inflation risks, and the resilient U.S. economy driving above-trend growth.

Fixed Income Outlook: H2 2026 — Keep Calm, Clip Coupons

| LPL Research

LPL Research examines how sticky inflation, Fed leadership changes, and AI-driven borrowing are shaping the fixed income outlook for 2026.

Is the Stock Market's Rally a Sign of Excess?

| LPL Research

LPL Research examines current market and investor sentiment in an effort to gauge current levels of exuberance.

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Rounding Out the Research Lineup

From the markets and economy to geopolitics and more, LPL Research delivers the backstory and forecasts you need to help position you for the outcomes you deserve. Published in a variety of formats, simply choose what works best for you.

Market Signals Podcast

The LPL Financial Research team discusses current market trends and looks ahead, sharing insightful projections on a weekly basis.

 

Econ Market Minute

Join Chief Economist Dr. Jeffrey Roach as he gives perceptive insights into the macro environment, uncovering hidden truths about the workings of the global economy.