Pamela K. McKenzie

09/02/2026

Warsh’s Jackson Hole Redemption

In this week’s LPL Market Signals, Chief Fixed Income Strategist Lawrence Gillum and Chief Economist Jeff Roach talk key takeaways from last week’s Jackson Hole Symposium.

09/02/2026

Weak September Seasonals Precede Strong Midterm Trends

LPL Research explains why September often remains weak in midterm years and how stocks have historically rebounded in the fourth quarter.

09/02/2026

The Cash Flow Case for Value

This week's Weekly Market Commentary discusses why value stocks have regained leadership as investors increasingly prioritize free cash flow and near-term cash generation over long-duration growth expectations in a higher interest rate environment. It also examines how massive AI-related capital spe...

09/02/2026

Q2 2026 | Earnings Season Dashboard | Week 7

Second quarter earnings season has delivered exceptionally strong results, with S&P 500 earnings growth tracking above 50% year over year and nearly 20% even excluding the technology sector. Earnings strength has been broad-based across the market, while steadily rising profit forecasts point to con...

09/01/2026

Weekly Market Performance — August 28, 2026

LPL's Weekly Market Performance for the week of August 24, 2026, highlights high profile tech earnings and Fed Chair Warsh's Jackson Hole speech.

09/01/2026

The Bond Market Awaits Chairman Warsh's Jackson Hole Speech

LPL Research discusses that as U.S. debt tops $40 trillion and yields climb; investors await Kevin Warsh's Jackson Hole speech for clues on rates and policy.

08/27/2026

U.S. Debt Hits $40 Trillion – What It Means for Investors

LPL Research explores how the U.S. debt surpassing $40 trillion could impact investor portfolios.

08/26/2026

S&P 500 at Record Highs: What Stocks, Bonds, Gold & the Dollar Are Signaling

08/26/2026

Gold Regains Its Luster

LPL Research examines the latest developments in gold and why the precious metal’s corrective phase may be over.

08/25/2026

Stock Market Tug of War: Earnings vs. Rates

This week's Weekly Market Commentary discusses how strong earnings growth, AI-driven profits, and rising estimates are supporting stocks despite pressure from higher interest rates.