Weekly Market Commentary
- Weekly Market Commentary | Introducing the IPO Class of 2026 | June 15, 2026
LPL Research explains the IPO process, reviews high profile candidates, and provides context on potential market impacts.
- Beyond the Numbers | IPOs in 2026: Prepare for Fireworks | June 10, 2026
LPL Research explores the 2026 IPO wave, highlighting risks, volatility, and opportunity as large private companies go public and reshape markets, indexes, and investor strategies.
- Tactical Asset Allocation Guide | Staying Overweight Equities After Modest Defensive Shift | June 4, 2026
LPL Research examines strong equity performance, fixed income action, and the potential effects of sustained global instability.
- Weekly Market Commentary | Is Bad News Already Priced into the Bond Market? | June 8, 2026
LPL Research analyzes bond markets as yields rise, exploring Fed policy expectations, inflation trends, and whether bad news is already priced into Treasuries.
- Client Letter | Stock Market Near Highs: Is Optimism Overpriced? | June 3, 2026
LPL Research highlights AI as a key driver of stock gains, while emphasizing elevated valuations, ongoing risks, and the importance of diversification in today’s market.
- Rate and Credit View | Rates Reality Check: How Much Bad News Is Already Priced In? | June 3, 2026
LPL Research highlights key trends in rates and credit, showing how markets have absorbed risks while uncovering income opportunities in bonds.
- Thirty-Thousand Feet | The Oil Market: Why Prices Haven’t (Yet) Fully Reacted | June 1, 2026
LPL Research explains why oil prices remain muted despite a major supply shock, and how fading buffers could trigger a sharp market repricing soon.
- Weekly Market Commentary | Add Context, and Stock Market Valuations are Fair | June 1, 2026
LPL Research analyzes stock valuations, finding them fair given growth, rates, inflation, and AI-driven earnings outlook despite risks.
- Equity Strategy Insights | What Is This Stock Market Worth? | May 27, 2026
LPL Research breaks down today’s market: strong earnings and AI optimism vs. elevated prices, limited risk premium, and potential for modest gains.
