Pamela K. McKenzie

06/05/2026

Tactical Asset Allocation Guide | Staying Overweight Equities After Modest Defensive Shift

Stocks extended April’s gains with another strong month in May, driven by robust AI demand, strong corporate earnings, and easing geopolitical concerns, while core bonds posted modest gains amid mixed inflation signals and policy uncertainty. Looking ahead, markets are expected to see modest equit...

06/05/2026

Oil Market Underestimates Frictions Beyond a Deal

LPL Research discusses how oil markets are interpreting a potential U.S.-Iran deal, and the near-term path for oil markets and supplies.

06/04/2026

Equity Record Highs Shape May Fund Flows

06/03/2026

Client Letter | Stock Market Near Highs: Is Optimism Overpriced? | June 3, 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

Navigating Tight Spreads and Big Themes: PGIM on the Corporate Bond Outlook

In this episode of LPL Market Signals, we sit down with PGIM to break down the state of the economy and corporate credit markets amid geopolitical uncertainty and shifting Fed expectations. We explore resilient earnings, improving credit quality, and the tension between tight spreads and attractive....

06/02/2026

Counting Down to the SpaceX Launch

LPL Research reviews SpaceX, covering what the company does, what it intends to do, and our key takeaways from the S-1.

06/02/2026

Add Context, and Stock Market Valuations are Fair

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 ...

06/01/2026

Weekly Market Performance — May 29, 2026

LPL's Weekly Market Performance for the week of May 25, 2026, highlights high-profile market drivers, commodity market moves, and economic data.

06/01/2026

The Technical Edge: Markets in Focus

Katie Stockton, founder of Fairlead Strategies, joins the LPL Market Signals podcast this week to share her disciplined, technically driven approach to navigating today’s markets. In the conversation, Katie breaks down her framework for analyzing price trends, momentum, and market breadth, offerin...