Research
Research
2026 Outlook: The Policy Engine
Outlook 2026: The Policy Engine By LPL Financial Research In 2025, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction. This shift means that policy influence and market momentum have become significantly more impactful in shaping market trends, often overshadowing underlying economic performance. This policy and momentum-driven market is expected to continue, bringing with it continued volatility and significant price fluctuations. Investors should prepare for these
Weekly Market Commentary
- Weekly Market Commentary | Dueling Mandates: The Fed’s Policy Caution and Treasury’s Growing Borrowing Needs | February 2, 2026
LPL Research examines how the Fed is entering 2026 amid constrained conditions and as growth and […]
- Weekly Market Commentary | The Productivity Advantage: Powering Economic Growth in 2026 | January 26, 2026
LPL Research examines how rising productivity, AI adoption, and structural shifts toward services […]
- Unearthing the Metals Melt-Up
LPL Research explores the drivers behind the rally in metals, the associated risks, and the outlook […]
- Rate and Credit View | 2026 Municipal Outlook: Attractive Valuations Amid Structural Shifts | January 13, 2026
LPL Research shares insights on 2026 municipal markets, including attractive yields, supply trends, […]
- Weekly Market Commentary | Earnings Preview: Double-Digit Streak Likely to Continue | January 12, 2026
LPL Research takes a look at fourth quarter earnings season as it unofficially kicks off this week […]
- Global Portfolio Strategy | Policy Influences Will Be Key for Markets in 2026 | January 9, 2026
LPL Research provides 2026 market insights on equities, bonds, and alternatives, highlighting […]
Market Signal Podcast
Macro. Market. Movers.
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