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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...
Happening Now
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…
Weekly Market Commentary | What’s Holding Up Record S&P 500 Margins? | September 21, 2026
LPL Research analyzes S&P 500 margin expansion, assessing how much is structural versus cyclical and what that means for future earnings forecasts.