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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The Cash Flow Case for Value Stocks

| LPL Research

LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets.

Why Strong Earnings Are Lifting Stocks Despite Rates

| LPL Research

LPL Research explores how strong earnings growth, AI-driven profits, and rising estimates are supporting stocks despite pressure from higher interest rates.

Understanding Shifting Leadership in Global Growth

| LPL Research

LPL Research explores shifting global growth leadership, cooling emerging markets, Fed policy expectations, and foreign demand for U.S. Treasuries.

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.

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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.