FINANCIAL BLOG

LPL Research provides its Weekly Market Performance for the week of October 6, 2025. Despite narrow trading for much of the week, stocks ended lower as tariff concerns returned to center stage, driving stocks sharply lower to end an otherwise catalyst-light week. Major averages were on track for a mostly higher finish, despite artificial intelligence (AI) concerns and the ongoing government shutdown, until the latest escalation in U.S.-China tensions sparked widespread sellin

Sunday, October 12 marked the third anniversary of this bull market. Three years ago, the S&P 500 closed at 3,577 as investors feared inflation would become entrenched after wholesale prices unexpectedly accelerated. After a sharp sell-off that morning, stocks rallied and closed nicely higher that day.

We believe corporate America will follow up an outstanding second quarter earnings season with another good one in the third quarter. Support from a resilient economy, tariff mitigation measures, artificial intelligence (AI) investment, and currency should offset increasing tariff costs.