FINANCIAL BLOG

Fourth quarter earnings season unofficially kicks off this week with a dozen banks and asset managers in the S&P 500 slated to report. Results will come from some big names, including JPMorgan Chase (JPM) on Tuesday; Bank of America (BAC), Wells Fargo (WFC) and Citigroup (C) on Wednesday; and Blackrock (BLK), Goldman Sachs (GS), and Morgan Stanley (MS) on Thursday.

LPL Research provides its Weekly Market Performance for the week of January 5, 2026. Headlines remained in high supply over the first full week of trading in 2026, with investors parsing high-profile economic data, announcements out of Washington, and geopolitical risks. Nonetheless, U.S. stocks powered higher to secure a healthy weekly advance. Across the pond, European shares gained ground on the back of tech shares, while Asian markets ended mostly higher.

With 2025 behind us, it’s a good time to celebrate some of our better forecasts from last year while also reviewing some misses we can learn from. In our view, we got more right than wrong last year, but there were some misses among our tactical asset allocation recommendations.