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...
- Weekly Market Commentary | Navigating Neutral: Fed Policy Key for Fixed Income Markets in 2026 | December 22, 2025
LPL Research forecasts income-driven returns for 2026, with neutral duration, cautious Fed policy, and tight credit spreads.
- 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 sector outlooks.
- 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 enthusiasm and further easing of monetary policy from the Fed.
- 2025 Alternatives Review: How Strategies Performed
LPL explores how alternative investment strategies performed in 2025, from long/short equity to global macro, and what drove returns in a volatile market.
- Will the Santa Claus Rally Spark a Bullish Start to 2026?
LPL Research explores the Santa Claus Rally seasonal period and what it could signal for stocks in 2026.
- Weekly Market Performance — December 19, 2025
LPL's Weekly Market Performance for the week of December 15, 2025, highlights another choppy week for stocks, recent economic data, and commodity market moves.
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