Macro Market Movers

LPL Research compares stock market performance during the AI era to the dotcom period in the late 1990s.

LPL’s Weekly Market Performance for the week of May 4, 2026, highlights tech earnings, economic data, and the Treasury Quarterly Refunding Announcement.

LPL Research analyzes April ETFs, highlighting strong equity inflows, rising risk appetite, and renewed dominance of U.S. large cap stocks.

LPL Research discusses behind-the-scenes dynamics of gold’s price action since the onset of the U.S.-Iran conflict and global energy disruption.

LPL Research provides Q1 2026 insights from the LPL Financial Coverage List to pinpoint where large cap equity managers are leaning into opportunity and risk.