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Weekly Market Commentary
Weekly Market Commentary | Five Reasons the Run in Emerging Markets Could Continue | February 9, 2026
PL Research highlights five reasons emerging markets look attractive in 2026, from dollar weakness to accelerating earnings and AI-driven growth.
Weekly Market Commentary | Dueling Mandates: The Fed’s Policy Caution and Treasury’s Growing Borrowing Needs | February 2, 2026
LPL Research examines how the Fed is entering 2026 amid constrained conditions and as growth and inflation meet an unsustainable fiscal trajectory.
Weekly Market Commentary | The Productivity Advantage: Powering Economic Growth in 2026 | January 26, 2026
LPL Research examines how rising productivity, AI adoption, and structural shifts toward services are supporting U.S. economic growth in 2026.
Market Signal Podcast
Macro. Market. Movers
Weekly Market Performance | May 29, 2026
LPL Research provides its Weekly Market Performance for the week of May 25, 2026. U.S. stocks extended their recent momentum during the holiday‑shortened week with the S&P 500 notching fresh record highs and a ninth consecutive weekly gain.
Assessing the Sustainability of the Record-High Rally
LPL Research examines the technical setup supporting the rally in stocks, the catalysts driving momentum, and whether the current pace of gains is sustainable.
AI Capex Boom Fuels Corporate Bond Supply and Duration Risks
AI-driven bond issuance by hyperscalers is reshaping IG credit, boosting supply and duration risk, and providing opportunities for income-focused investors.
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