Weekly Market Commentary

Each week the LPL Financial Research team assembles thoughtful insight on market news.

Tactical Asset Allocation Guide | Staying the Course | March 10, 2026
LPL Research kept its overall market outlook steady for March, but upgraded industrials to overweight due to strong momentum and supportive fundamentals. Meanwhile, consumer discretionary was downgraded to underweight amid weak relative strength, consumer fatigue from higher oil prices, and stretched valuations. The committee still favors large caps and growth tilted exposure, expecting volatility but shallow pullbacks supported by earnings strength and anticipated Fed cuts.

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