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...
LPL Research
Private Credit Under Pressure: Liquidity Mismatches in an AI-Disrupted Cycle
LPL Research examines recent private credit activity in the face of growing sophistication from AI.
Weekly Market Performance — March 20, 2026
LPL’s Weekly Market Performance for the week of March 16, 2026, highlights the latest geopolitical developments, Fed decision, and global market headlines.
Finding Portfolio Resilience in Uncertain Times
LPL Research offers ideas for volatile markets: diversify with alternatives, TIPS, and real assets, and stay disciplined amid ongoing geopolitical risks.
Do Midterm Elections Matter for Markets? A Historical Perspective
LPL Research analyzes how midterm elections affect markets — midterms can rattle sentiment, but history favors patience. Focus on your plan, not politics.
Earnings Strength Remains Amid Mideast Conflict
LPL Research assesses the potential effects of war in Iran on earnings, highlighting the resilience of the U.S. economy and corporate America.
Why Oil Prices Matter Less — But Still Move Headline Inflation
LPL Research explains how America’s declining reliance on oil and rising geopolitical risks shape inflation, growth expectations, and volatility in 2026.