2026 Outlook: The Policy Engine
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…
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…
Weekly Market Commentary | Stock Market’s Wall of Worry Gets Taller | September 28, 2026
Printer Friendly Version Stocks continue to climb a wall of worry, a wall that has gotten a bit taller as fall begins. The conflict in the Middle East, higher interest rates, and questions surrounding the enormous artificial intelligence (AI) capital spending boom all present legitimate risks for investors. While each of these challenges could generate…
Yields Fell on Bad News: Could This Mark a Top?
LPL Research discusses news reversals and Treasury yields’ recent reaction to consumer inflation data, and what this could mean for markets.
Weekly Market Performance | October 16, 2026
LPL’s Weekly Market Performance for the week of October 12, 2026, highlights, the latest bout of AI jitters, bond market headlines, and commodity market moves.
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