This week on LPL Market Signals, LPL strategists recap a policy whirlwind from last week, discuss whether international stocks can outperform again in 2026, and explain why earnings from S&P 500 companies could grow double digits again this earnings season.
Stocks rose last week with the S&P 500 and Dow Industrials closing at record highs as news in Venezuela, several policy announcements, and Friday’s jobs report were well received by market participants.
The strategists explore whether international equities can once again outperform U.S. markets in 2026. They also examine the pivotal role of the U.S. dollar and how its behavior at current critical levels will shape market direction.
The strategists then discuss how double-digit earnings growth in the fourth quarter may be a low bar amid steady economic growth, continued massive artificial intelligence investment, effective tariff management, and a lower U.S. dollar.
They then close with a quick preview of the week ahead, which will bring earnings reports from several household names in the financials sector as well as the CPI inflation report for December and November retail sales.
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