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Weekly Market Commentary | Stock Market Tug of War: Earnings vs. Rates | August 24, 2026
With second quarter earnings growth for the S&P 500 on track to exceed 30% (excluding private investment mark-ups) and analysts continuing to raise estimates, it’s safe to say this season strengthened the fundamental case for equities.
Weekly Market Performance | August 21, 2026
LPL’s Weekly Market Performance for the week of August 17, 2026, highlights bond market volatility, dented global risk appetite, and commodity market moves.
2026 Outlook: The Policy Engine
In 2026, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction. This shift means that policy influence and market momentum have become significantly more impactful in shaping market trends, often overshadowing underlying economic performance…
Weekly Market Commentary | Stock Market Tug of War: Earnings vs. Rates | August 24, 2026
With second quarter earnings growth for the S&P 500 on track to exceed 30% (excluding private investment mark-ups) and analysts continuing to raise estimates, it’s safe to say this season strengthened the fundamental case for equities.
Weekly Market Performance | August 21, 2026
LPL’s Weekly Market Performance for the week of August 17, 2026, highlights bond market volatility, dented global risk appetite, and commodity market moves.
Why Investors Remain Constructive Despite Economic Headwinds
This article describes how Treasury Demand, Financial Conditions, and Inflation are supporting investor risk appetite.