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...
Weekly Market Performance | November 6, 2026
LPL’s Weekly Market Performance for the week of November 2, 2026, highlights post-midterm market activity, bond market gains, and falling oil prices.
AI’s Global Buildout Is Redrawing Trade Flows
LPL Research explores the impact that the AI buildout has on international trade and economic growth.
What Midterms May Mean for Markets
LPL Research explores what midterm elections could mean for policy, markets, and sectors, plus historical stock performance around elections.
Investment Manager Risk Explained
LPL Research explains why investment manager risk goes beyond returns and how ongoing research can help identify risks building within portfolios.
Weekly Market Commentary | How AI Spending Is Reshaping Bond and Rates Markets | November 02, 2026
LPL Research explores how AI spending is becoming a key driver of interest rates, bond supply, credit markets, and the outlook for fixed income.
Weekly Market Performance | October 30, 2026
LPL’s Weekly Market Performance for the week of October 26, 2026, highlights disappointing hyperscaler earnings, bond market gains, and monthly performance.