Market Commentary

LPL Research examines recent private credit activity in the face of growing sophistication from AI.

LPL Research explains how America’s declining reliance on oil and rising geopolitical risks shape inflation, growth expectations, and volatility in 2026.

In our 2026 Outlook: The Policy Engine, we listed several risks to stocks that could prevent the S&P 500 from achieving our forecast for high-single-digit returns in 2026 (to a fair value target range of 7,300–7,400).

Dividend strategies, a.k.a. equity income strategies, have outperformed to start the year, owing to the value-led cyclical rotation we are seeing in domestic equity markets. Looking beyond current performance, this week, we ask and answer the question “How should I think about dividend stocks or building an equity income portfolio?

LPL Research’s Strategic Asset Allocation (SAA) sits at the center of our portfolio construction process because it defines how we expect diversified portfolios to generate more stable long‑term outcomes across shifting market environments.

From Bubble Fears to Disruption Risk: The New AI Market Narrative Last Edited by: LPL Research Last Updated: February 17, 2026 PRINTER FRIENDLY VERSION Wall Street narratives rarely stay still, and recent weeks have underscored how quickly sentiment can change as perceived new information challenges the status quo. Widely discussed anxiety over a potential artificial…

PL Research highlights five reasons emerging markets look attractive in 2026, from dollar weakness to accelerating earnings and AI-driven growth.

LPL Research assesses the case for an American Industrial Renaissance, focusing on manufacturing investment, supply‑chain resilience, and energy costs.

LPL Research reviews inflation, growth, and global financial conditions, showing why the economy continues to withstand multiple shocks.

LPL’s Weekly Market Performance for the week of April 6, 2026, highlights geopolitical developments, commodity market moves, and economic calendar highlights.