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
- Equity Strategy Insights | Words to Invest By: Earnings Drive Stock Prices | December 12, 2025
LPL Research explores how earnings trends impact stock performance, focusing on estimates and […]
- Weekly Market Commentary | Policy Tailwinds and Artificial Intelligence to Power Stocks in 2026 | December 15, 2025
LPL Research examines why the bull market appears ready to continue its run in 2026, powered by AI […]
- Outlook 2026 Client Letter | December 9, 2025
LPL Research provides a few key takeaways from their Outlook report, which is now available.
- Outlook 2026 | The Policy Engine | December 9, 2025
LPL Research offers 2026 Outlook: The Policy Engine, providing a comprehensive recap of the economy […]
- Global Portfolio Strategy | November Pullback Could Set the Stage for Year-End Rally | December 8, 2025
LPL Research changes its view on alt strategies while noting November pullback could spark a […]
- Client Letter | Stocks Pass Another Test With November Rebound | December 3, 2025
LPL Research reviews November’s gains and highlights key 2026 drivers — Fed policy, AI, and […]
Market Signal Podcast
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