Resources
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
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
- Words to Invest By: Earnings Drive Stock Prices
LPL Research explores how earnings trends impact stock performance, focusing on estimates and […]
- 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 […]
- Weekly Market Commentary | More Keys for Markets in 2026: LPL Market Outlook Sneak Peek | December 1, 2025
LPL Research previews Outlook 2026, highlighting key market drivers — AI, elections, […]
Market Signal Podcast
Macro. Market. Movers
- Weekly Market Performance — December 12, 2025
LPL's Weekly Market Performance for the week of December 8, 2025, highlights the December Federal […]
- Is the 60/40 Portfolio Still Relevant? Exploring Alternatives
LPL Research revisits the classic 60/40 portfolio, analyzing its performance, diversification […]
- Checking In On Value
LPL Research analyzes recent performance of the value space across various methodologies and […]
- Outlook 2026: The Policy Engine
Navigate markets with LPL Research’s 2026 Outlook, that provides insights on stocks, bonds, the […]
- Weekly Market Performance — December 5, 2025
LPL's Weekly Market Performance for the week of December 1, 2025, highlights a quiet week for […]
- Am I Diversified in the Age of AI?
LPL Research notes trends in artificial intelligence (AI) across industries, requiring increased […]