Market Commentary

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.

LPL Research looks to the past for lessons on geopolitical uncertainty and its potential impact on equities.

LPL Research explains why solid earnings, AI investment, and economic resilience underpin stocks, even as oil prices and volatility pressure markets.

LPL Research explores the energy sector, and the different sub-sectors and business models within, before and after the start of the Iran War.

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?