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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...
Research
- Weekly Market Commentary | Navigating Neutral: Fed Policy Key for Fixed Income Markets in 2026 | December 22, 2025
on December 22, 2025 at 1:18 pmLPL Research forecasts income-driven returns for 2026, with neutral duration, cautious Fed policy, and tight credit spreads.
- Equity Strategy Insights | Words to Invest By: Earnings Drive Stock Prices | December 12, 2025on December 15, 2025 at 1:50 pm
LPL Research explores how earnings trends impact stock performance, focusing on estimates and sector outlooks.
- Weekly Market Commentary | Policy Tailwinds and Artificial Intelligence to Power Stocks in 2026 | December 15, 2025on December 15, 2025 at 1:50 pm
LPL Research examines why the bull market appears ready to continue its run in 2026, powered by AI enthusiasm and further easing of monetary policy from the Fed.
