Weekly Market Commentary
- 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.
- Weekly Market Commentary | Seeds of Opportunity: The Case for Agriculture Investments | May 26, 2026
LPL Research explores opportunities in agriculture as supply risks and fertilizer constraints reshape commodity markets and support potential gains.
- Beyond the Numbers | Time to Shine: Seeds of Opportunity for Agriculture Investments | May 20, 2026
LPL Research highlights agriculture as a rising opportunity, with supply risks, inflation benefits, and growing importance for commodities and agribusiness stocks.
- Weekly Market Commentary | Energy Shock Expected to Hit Prices Harder Than the Economy | May 18, 2026
LPL Research examines rising inflation risks amid geopolitical tensions, while resilient growth and strong investment support continued expansion.
- Economic Navigator | Global Shocks Will Likely Impact Inflation More than Growth | May 13, 2026
LPL Research explores how geopolitics, tariffs, and AI are shaping 2026 growth, inflation, and jobs, with resilient demand but rising supply-side risks.
- Before You Begin
- Weekly Market Commentary | A New Fed Regime: Warsh, Policy Direction, and Treasury Market Consequences | May 11, 2026
LPL Research explores how a potential Warsh-led Fed could reshape policy, Treasury markets, and volatility amid rising deficits and shifting demand.
