Weekly Market Commentary 8-24-2026

"Strong Earnings Season Raises the Floor"
See what we have to say about the following:

 

 

 

 

·        Strong Earnings Season Raises the Floor – Strong second-quarter earnings growth and rising profit estimates support continued stock market gains and provide a stronger fundamental foundation for equities.

·        Earnings Season Highlights Must Start With AI – AI-driven technology spending remains the primary earnings catalyst, while improving results across most sectors show that market strength is becoming more broad-based.

·        Yields on the Rise – Higher Treasury yields may create near-term market volatility, although LPL expects inflation to ease and rates to moderate over time.

·        STAAC Asset Allocation Insights – STAAC maintains an overweight to equities and underweight to fixed income, favoring quality stocks and high-quality bonds amid a supportive economic and earnings backdrop.