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Weekly Market Commentary | Early Keys to 2026 | November 17, 2025
In a year that could easily be defined by a few different words — including but not limited to tariffs, technology, or more broadly, uncertainty — capital markets have plugged along splendidly. LPL Research examines their early keys to 2026.

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Weekly Market Commentary

Early Keys to 2026 | Weekly Market Commentary | November 17, 2025

As 2025 nears its final 100 calendar days, market focus is already beginning to turn forward and attempt to reconcile what market drivers could remain in place, and what could change in the first year of the new half-decade. While not an exhaustive list, here’s some of our early keys to 2026.

AI Infrastructure: A New Pillar of Economic Growth | Weekly Market Commentary | November 10, 2025

AI-related business investment is rapidly becoming a cornerstone of U.S. economic growth, marking a structural shift in how expansion is financed and sustained. In the first half of 2025, investment in information-processing equipment and software — largely driven by AI infrastructure — is a small yet mighty slice of the economy, yet contributed a majority to economic growth during that period.

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Market Watch

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Early Keys to 2026 | Weekly Market Commentary | November 17, 2025

As 2025 nears its final 100 calendar days, market focus is already beginning to turn forward and attempt to reconcile what market drivers could remain in place, and what could change in the first year of the new half-decade. While not an exhaustive list, here’s some of our early keys to 2026.