Research and Blogs Supplied by LPL Financial
- ISM Offers Another Positive Earnings SignalLPL 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 500LPL 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 FedLPL Research highlights the investment implications of Fed Chair nominee, Kevin Warsh.
- Weekly Market Performance — January 30, 2026LPL'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?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 2026LPL Research outlines the main risks for Private Credit markets in 2026.
- A Cold January, but the Stock Barometer Remains PositiveLPL Research explores the January Barometer seasonal signal and what it could mean for stocks in 2026.
- Weekly Market Performance — January 23, 2026LPL'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 MattersLPL Research discusses why risk‑adjusted returns matter, how alpha and information ratio work, and common pitfalls when evaluating investment performance.
- Could Limiting Institutional Buyers Fix Housing Affordability?LPL Research explores Trump’s plan to restrict institutional buyers of single-family homes and why its impact on housing affordability may be more limited than expected.