Featured Articles
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
Energy Shock: Inflation Risks vs. Economic Growth | Weekly Market Commentary | May 18, 2026
LPL Research examines rising inflation risks amid geopolitical tensions, while resilient growth and strong investment support continued expansion.
A New Fed Regime: Warsh, Policy Direction, and Treasury Market Consequences | Weekly Market Commentary | May 11, 2026
The Post-Powell Transition: As Jerome Powell’s tenure as Federal Reserve (Fed) chair draws to a close, markets are beginning to look beyond the familiar playbook that has guided monetary policy for much of the past decade. A likely transition to a Kevin Warsh–led Fed would represent more than a change in leadership — it could signal a shift in how the central bank interacts with markets, balances transparency with discipline, and defines its own role in the financial system.
AI Wave Continues to Power Technology Earnings Boom | Weekly Market Commentary | May 4, 2026
In investing, the goal is to find assets that appreciate. That can be accomplished in different ways.
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