Weekly Market Commentary

STOCKS SAILING SMOOTHLY THROUGH POLICY CROSSCURRENTS SO FAR

Jeffrey Buchbinder, CFA, Chief Equity Strategist, LPL Financial

We’re all ready to put the tariff talk to bed. But don’t worry. While this commentary provides an update on the tariff situation, there’s more happening on the policy front than just tariffs. Whatever policy we highlight, it’s clear that the stock market is sailing through those choppy, even unprecedented waters. Here we discuss the most important policy headwinds and tailwinds and try to explain why the stock market has been so sanguine.

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