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 | Earnings Season Outlook: Will Markets Care? | March 30, 2026
LPL Research explains why solid earnings, AI investment, and economic resilience underpin stocks, even as oil prices and volatility pressure markets.
Energy Stocks Vary Across Market Cycles
LPL Research explores the energy sector, and the different sub-sectors and business models within, before and after the start of the Iran War.
Impacts of Risk-Off Rotations
LPL Research explores March and year-to-date (YTD) fund flows data and investor sentiment across asset classes.
Weekly Market Performance | April 2, 2026
LPL’s Weekly Market Performance for the week of March 30, 2026, highlights geopolitical developments, commodity market moves, and economic calendar highlights.
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