Archive

The Return of the Stock Picker’s Market

17 February 2026
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LPL Research highlights the key drivers of the growing dispersion within the S&P 500.

Weekly Market Performance — February 13, 2026

13 February 2026
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LPL’s Weekly Market Performance for the week of February 9, 2026, highlights AI angst that drove the financials sector down nearly 5% for the week.

Hyperscalers Plan to Live Up to Their Name

13 February 2026
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LPL Research examines the recent spending guidance from the artificial intelligence hyperscalers, and key takeaways and metrics to watch.

Imagining a Modern Fed-Treasury Accord

11 February 2026
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LPL Research examines what a new Fed-Treasury accord could look like and the potential impact on markets.

Picks and Shovels in U.S. Housing Market

10 February 2026
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LPL Research suggests investors look beyond homebuilders to building materials, products, and distributors for exposure to improving U.S. housing activity.

Weekly Market Performance — February 6, 2026

6 February 2026
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LPL’s Weekly Market Performance for the week of February 2, 2026, highlights tech scrutiny, high-profile earnings, and software weakness across asset classes.

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.

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

5 February 2026
T12 Titans
No comments

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