Featured Articles
Is the Stock Market’s Rally a Sign of Excess? | Weekly Market Commentary | June 29, 2026
LPL Research examines current market and investor sentiment in an effort to gauge current levels of exuberance.
Kevin Warsh Could Shake Up the Fed | Weekly Market Commentary | June 22, 2026
LPL Research examines Warsh’s evolving Fed approach, infrastructure-led growth, and the impact of China demand on oil prices.
Introducing the IPO Class of 2026 | Weekly Market Commentary | June 15, 2026
LPL Research explains the IPO process, reviews high profile candidates, and provides context on potential market impacts.
Is Bad News Priced Into the Bond Market? | Weekly Market Commentary | June 08, 2026
LPL Research analyzes bond markets as yields rise, exploring Fed policy expectations, inflation trends, and whether bad news is already priced into Treasuries.
Add Context, and Stock Market Valuations are Fair | Weekly Market Commentary | June 1, 2026
We agree with the consensus view that stock valuations are elevated by traditional measures. But valuations should be considered in the context of the economic regime and earnings environment. Factoring in outlooks for economic growth, inflation, interest rates, and earnings, we are comfortable with the current 21 price-to-earnings ratio (P/E) for the S&P 500 Index…
Seeds of Opportunity: The Case for Agriculture Investments | Weekly Market Commentary | May 26, 2026
Printer Friendly Version Commodity market trends: Commodity markets have been on an impressive, and volatile, run so far this decade, with leadership oscillating between energy
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