Jacob Ritter Financial Advisor at LPL Financial

Tactical Asset Allocation Guide | Repositioned for an Improving Macro Backdrop U.S. equities rebounded sharply in April, with the S&P 500 posting its best month since 2020 as easing geopolitical tensions, strong first-quarter earnings, and continued enthusiasm around artificial intelligence fueled gains. While bonds reflected lingering uncertainty from inflation and oil prices...

Paper vs. Physical: What Tighter Oil Supplies Could Mean LPL Research discusses the supply shock in the physical oil market and related implications for the U.S. dollar and equities.

Q1 2026 | Earnings Season Dashboard | Week 1 S&P 500 first‑quarter earnings are tracking a strong 12.9% year‑over‑year increase, with roughly 80% of the growth driven by the technology sector, where profits are expected to surge 45%. Forward earnings estimates have continued to improve, lifting consensus 2026 EPS growth to 18% and highli...

Lessons From Past Conflicts for Today’s Stock Market This week's Weekly Market Commentary discusses ongoing geopolitical risks stemming from strikes on Iran and the effective closure of the Strait of Hormuz, noting that while markets often recover quickly from conflicts, uncertainty remains elevated and capitulation signals have not yet emerged. Despi...

Hormuz Is Most Important for Asia. Less So for U.S. Dr. Jeffrey Roach, LPL’s Chief Economist, gives insight into the oil market, highlights where construction spending is going, and why recession risks are lower than expected.

U.S. Dollar Retains Safe Haven Status LPL Research explains the relationship between currency movements and investor confidence.

Why Oil Prices Matter Less — But Still Move Headline Inflation This week's Weekly Market Commentary discusses how lower oil intensity and the U.S.’s position as a net exporter of petroleum products have reduced the economy’s vulnerability to oil price shocks compared with past decades. However, elevated energy prices could still reignite inflation, potentia...

Oil in the Driver’s Seat as Geopolitical Tensions Rise LPL Research examines how the Iran conflict is influencing equity and oil markets.

From Bubble Fears to Disruption Risk: The New AI Market Narrative This week’s Weekly Market Commentary discusses how rapidly shifting Wall Street sentiment has moved from worries about an AI‑driven spending bubble to broader fears of industry disruption and business‑model risk. It highlights how new agentic AI capabilities from major platforms have intensifi...

Weekly Market Performance — January 30, 2026 LPL's Weekly Market Performance for the week of January 26, 2026, highlights high-profile earnings, the Fed chair nomination, and currency market volatility.