Research
Outlook
2026 Outlook: The Policy Engine
In 2026, 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…
Research
Energy Shock: Inflation Risks vs. Economic Growth
LPL Research examines rising inflation risks amid geopolitical tensions, while resilient growth and strong investment support continued expansion.
Weekly Market Commentary | Warsh Fed Regime: Policy Shifts & Treasury Market Impacts | May 11, 2026
LPL Research explores how a potential Warsh-led Fed could reshape policy, Treasury markets, and volatility amid rising deficits and shifting demand.
Weekly Market Commentary | AI-Driven Growth Fuels Strong Technology Earnings | April 27, 2026
LPL Research examines overlooked tech growth, assessing strong earnings, AI skepticism, and valuation opportunities for investors.
Weekly Market Commentary | Is the American Industrial Renaissance Real | April 27, 2026
LPL Research assesses the case for an American Industrial Renaissance, focusing on manufacturing investment, supply‑chain resilience, and energy costs.
Weekly Market Commentary | Economic Resilience Amid Market Volatility Shocks | April 13, 2026
LPL Research reviews inflation, growth, and global financial conditions, showing why the economy continues to withstand multiple shocks.
Weekly Market Performance | April 10, 2026
LPL’s Weekly Market Performance for the week of April 6, 2026, highlights geopolitical developments, commodity market moves, and economic calendar highlights.
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