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
Weekly Market Commentary | AI-Driven Growth Fuels Strong Technology Earnings | May 04, 2026
LPL Research examines overlooked tech growth, assessing strong earnings, AI skepticism, and valuation opportunities for investors.
Weekly Market Performance | May 1, 2026
LPL’s Weekly Market Performance for the week of April 27, 2026, highlights high-profile earnings, global central bank decisions, and bond market headlines.
Will Weak Seasonal Trends Upend the Current Rally?
LPL Research explores the popular Sell in May seasonal period for stocks.
Equity Diversification Across Regions and Sectors
LPL Research reviews global and sector equity trends, showing how international stocks, and energy have provided diversification.
Assessing Implications of the Oil Shock
LPL Research discusses the supply shock in the physical oil market and related implications for the U.S. dollar and equities.
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.