Research

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...

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Weekly Market Commentary

Weekly Market Commentary | The Debt Math, Explained: Treasury Market Stress | October 05, 2026

Printer Friendly Version LPL Research examines rising government debt costs, Treasury market stress, and what investors should watch as higher rates reshape the fiscal outlook. Treasury market headlines. There’s been no shortage of Treasury market headlines lately. Higher oil prices, geopolitical uncertainty, weak Treasury auctions, and monetary policy changes and expectations have all played a…

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Market Signal Podcast
Macro. Market. Movers

Lessons from the SaaSpocalypse

LPL Research analyses what can be learned from the “SaaSpocalypse” and why investors should weigh market narratives against underlying fundamentals.

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