FINN FORMula

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06/02/2026

S&P 500 earnings are showing strong momentum, with first-quarter EPS growth tracking near 28%, driven heavily by the Magnificent Seven and notable upside surprises across multiple sectors. Rising forward earnings estimates, fueled by strength in commodities and AI-driven technology, highlight contin...

06/01/2026

LPL Research examines the technical setup supporting the rally in stocks, the catalysts driving momentum, and whether the current pace of gains is sustainable.

05/31/2026

This week’s Weekly Market Commentary discusses the shifting leadership within commodity markets and highlights agriculture as an emerging area of opportunity after years of volatility across sectors. It explores how supply constraints, geopolitics, and historical cycles are shaping the outlook for...

05/30/2026

AI-driven bond issuance by hyperscalers is reshaping IG credit, boosting supply and duration risk, and providing opportunities for income-focused investors.

05/28/2026

LPL's Weekly Market Performance for the week of May 18, 2026, highlights tech earnings, economic data, and the Treasury Quarterly Refunding Announcement.

05/27/2026

S&P 500 first-quarter EPS growth is holding at a strong 27% year over year, largely driven by the “Magnificent Seven,” whose earnings surged 57% and contributed over half of total growth. Broad upside surprises averaging 18.3% and a rising earnings outlook, fueled by heavy AI investment, highlig...

05/25/2026

LPL Research highlights how AI is changing work, not eliminating it, with productivity gains increasing labor demand in a shifting economy.

05/24/2026

A sharp global bond selloff is unfolding, with long-end yields surging across the U.S., U.K., and Japan as markets reprice inflation risks, policy, and supply dynamics. In this episode, we break down the global forces driving the move, from central banks falling behind the curve to rising term premi...

05/23/2026

LPL Research discusses risks to the consensus — from inflation, AI spending shifts, and rates — that could challenge the strong earnings market narrative.

05/22/2026

LPL Research provides an update on their tactical positioning and how strong earnings have influenced it.

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