Macro Market Movers

LPL’s Weekly Market Performance for the week of May 18, 2026, highlights tech earnings, economic data, and the Treasury Quarterly Refunding Announcement.

LPL Research highlights how AI is changing work, not eliminating it, with productivity gains increasing labor demand in a shifting economy.

LPL Research discusses risks to the consensus — from inflation, AI spending shifts, and rates — that could challenge the strong earnings market narrative.

LPL Research reveals why portfolio manager mistakes often seem smart in real time, and how subtle shifts in process, incentives, and risk can lead to avoidable underperformance.

LPL’s Weekly Market Performance for the week of May 11, 2026, highlights record market highs despite higher oil prices, rising Treasury yields, and elevated inflation.

LPL Research provides an update on their tactical positioning and how strong earnings have influenced it.

LPL Research discusses three factors other than past performance that can be used to assess actively managed funds and explains why they may be useful.

LPL Research compares stock market performance during the AI era to the dotcom period in the late 1990s.

LPL’s Weekly Market Performance for the week of May 4, 2026, highlights tech earnings, economic data, and the Treasury Quarterly Refunding Announcement.

LPL Research analyzes April ETFs, highlighting strong equity inflows, rising risk appetite, and renewed dominance of U.S. large cap stocks.