Archive

ISM Offers Another Positive Earnings Signal

5 February 2026
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LPL Research discusses the relationship between the ISM Manufacturing Index and S&P 500 earnings and what recent data could mean going forward.

Korean Exports Surge: What This May Signal for the S&P 500

5 February 2026
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LPL Research examines the latest South Korea export data and the historical relationship of this economic metric and S&P 500 earnings growth.

Korean Exports Surge: What This May Signal for the S&P 500

5 February 2026
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LPL Research examines the latest South Korea export data and the historical relationship of this economic metric and S&P 500 earnings growth.

Kevin Warsh Is Committed to Reigning in Fed

3 February 2026
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LPL Research highlights the investment implications of Fed Chair nominee, Kevin Warsh.

Weekly Market Performance — January 30, 2026

30 January 2026
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LPL’s Weekly Market Performance for the week of January 26, 2026, highlights high-profile earnings, the Fed chair nomination, and currency market volatility.

Software vs. Semiconductors: Can Software Survive AI?

29 January 2026
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LPL explores how accelerating AI adoption is impacting software demand, widening the valuation gap with semiconductors, and setting up a potential software rebound.

Private Credit Risks to Watch in 2026

28 January 2026
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LPL Research outlines the main risks for Private Credit markets in 2026.

A Cold January, but the Stock Barometer Remains Positive

27 January 2026
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LPL Research explores the January Barometer seasonal signal and what it could mean for stocks in 2026.

Weekly Market Performance — January 23, 2026

23 January 2026
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LPL’s Weekly Market Performance for the week of January 19, 2026, highlights another deluge of market headlines, geopolitical events, and bond performance.

Risk-Adjusted Performance: Why and How it Matters

22 January 2026
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LPL Research discusses why risk‑adjusted returns matter, how alpha and information ratio work, and common pitfalls when evaluating investment performance.