Pablo Alvarado Jr of LPL Financial

06/10/2026

06/09/2026

This week’s Weekly Market Commentary discusses how Treasury yields have risen sharply amid geopolitical tensions and stronger growth expectations, while markets have largely absorbed risks such as higher-for-longer interest rates and ongoing geopolitical uncertainty. It also notes that stable infl...

06/08/2026

This week’s Weekly Market Commentary discusses how stock valuations appear elevated by traditional metrics, yet remain reasonable when viewed alongside supportive economic growth, inflation, interest rate, and earnings expectations. While optimism is largely priced in and future gains will depend ...

06/07/2026

S&P 500 first-quarter EPS growth is holding at a strong 27% year over year, largely driven by the “Magnificent Seven,” whose earnings surged 57% and contributed over half of total growth. Broad upside surprises averaging 18.3% and a rising earnings outlook, fueled by heavy AI investment, highlig...

06/06/2026

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.

06/05/2026

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

06/04/2026

Equity markets are rallying on strong AI-driven earnings and a resilient macro environment, but elevated valuations, persistent inflation, and geopolitical risks raise concerns about overly optimistic expectations. While AI remains a powerful growth driver—especially within technology—future mar...

06/03/2026

LPL’s Chief Economist Jeffrey Roach analyzes supply shocks as a result of the Iran conflict, potential Fed actions, and the roles artificial intelligence could soon be playing in the wider economy.

06/02/2026

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

06/01/2026

LPL Research examines the technical setup supporting the rally in stocks, the catalysts driving momentum, and whether the current pace of gains is sustainable.