Weekly Market Commentary
- Midyear Outlook 2026 Client Letter | July 7, 2026
LPL Research provides a few key takeaways from their Midyear Outlook report, which is now available.
- Midyear Outlook 2026 | Policy, Buildouts, & Bottlenecks | July 7, 2026
LPL Research’s 2026 Midyear Outlook provides data-driven forecasts to economic and investing insights, picking up where the Outlook left off — building on prior themes and exploring new ones.
- Post Title
- Weekly Market Commentary | Has Stock Market Exuberance Become Irrational?
LPL Research examines current market and investor sentiment in an effort to gauge current levels of exuberance.
- Client Letter | AI Momentum Cools as Broader Market Strength Emerges
LPL Research analyzes a market pause following strong AI-driven gains, while the economy remains resilient, inflation, Fed policy, geopolitical developments, and continued AI investment remain key drivers of the outlook.
- Equity Strategy Insights | Post-SpaceX IPO, Is Irrational Exuberance Back?
LPL Research analyzes recent market activity, investor sentiment, and the current IPO landscape in an attempt to determine current levels of exuberance.
- Weekly Market Commentary | Kevin Warsh Could Shake Up the Fed | June 22, 2026
LPL Research examines Warsh’s evolving Fed approach, infrastructure-led growth, and the impact of China demand on oil prices.
- Economic Navigator | Disruption and Division: AI, Inflation, and the Labor Gap | June 18, 2026
LPL Research explores 2026 growth drivers, inflation trends, and labor market shifts as AI investment and geopolitical risks shape the economic outlook.
- 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.
