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 | Dueling Mandates: The Fed’s Policy Caution and Treasury’s Growing Borrowing Needs | February 2, 2026
LPL Research examines how the Fed is entering 2026 amid constrained conditions and as growth and inflation meet an unsustainable fiscal trajectory.
- Weekly Market Commentary | The Productivity Advantage: Powering Economic Growth in 2026 | January 26, 2026
LPL Research examines how rising productivity, AI adoption, and structural shifts toward services are supporting U.S. economic growth in 2026.
- Unearthing the Metals Melt-Up
LPL Research explores the drivers behind the rally in metals, the associated risks, and the outlook for their durability.
- Kevin Warsh Is Committed to Reigning in Fed
LPL Research highlights the investment implications of Fed Chair nominee, Kevin Warsh.
- Weekly Market Performance — January 30, 2026
LPL's Weekly Market Performance for the week of January 26, 2026, highlights high-profile earnings, the Fed chair nomination, and currency market volatility.
- Software vs. Semiconductors: Can Software Survive AI?
LPL explores how accelerating AI adoption is impacting software demand, widening the valuation gap with semiconductors, and setting up a potential software rebound.
Ask a Question. Offer a Suggestion.
Sign Up For Our Mailing List