LPL Research provides its Weekly Market Performance for the week of May 25, 2026. U.S. stocks extended their recent momentum during the holiday‑shortened week with the S&P 500 notching fresh record highs and a ninth consecutive weekly gain.
Macro Market Movers
Assessing the Sustainability of the Record-High Rally
LPL Research examines the technical setup supporting the rally in stocks, the catalysts driving momentum, and whether the current pace of gains is sustainable.
AI Capex Boom Fuels Corporate Bond Supply and Duration Risks
AI-driven bond issuance by hyperscalers is reshaping IG credit, boosting supply and duration risk, and providing opportunities for income-focused investors.
Weekly Market Performance | May 22, 2026
LPL’s Weekly Market Performance for the week of May 18, 2026, highlights tech earnings, economic data, and the Treasury Quarterly Refunding Announcement.
Why AI Efficiency May Boost Labor Demand
LPL Research highlights how AI is changing work, not eliminating it, with productivity gains increasing labor demand in a shifting economy.
What Risks Could Test the Upbeat Market Narrative?
LPL Research discusses risks to the consensus — from inflation, AI spending shifts, and rates — that could challenge the strong earnings market narrative.
Why Portfolio Manager Mistakes Seem Smart at First
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.
Weekly Market Performance | May 15, 2026
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.
Rising Conviction on Earnings Growth
LPL Research provides an update on their tactical positioning and how strong earnings have influenced it.
Analyzing Three Powerful Factors in Active Fund Evaluation
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.