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...
The S&P 500’s Narrow Road Back to New Highs
LPL Research examines developing trends in market breadth and what they mean for the health of the bull market.
Portfolio Resilience: A Q3 Check-In
LPL Research reviews how strategic portfolio allocations navigated Q3 Fed hikes, inflation pressures, and geopolitical uncertainty.
What Investors Need to Know About Rate Hikes
Last week’s rate hike was widely anticipated by markets and economists, however, there are still key takeaways for investors to keep in mind.
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.
Weekly Market Performance | September 18, 2026
LPL’s Weekly Market Performance for the week of September 14, 2026, highlights choppy stock trading, the September Fed rate decision, and geopolitical events.
A Hawkish Fed and China’s Split Economy
LPL Research explains how a hawkish Federal Reserve and a two-speed Chinese economy are shaping global markets, inflation trends, investment flows, and growth prospects.