Research
2026 Outlook: The Policy Engine
In 2026, 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…
Why Resource Nationalism Matters to Investors
LPL Research discusses resource nationalism: what it is, why it matters, and what are the implications for investors building multi-asset portfolios.
Key Facts About the Fed’s Task Forces
LPL Research breaks down the Fed’s five task forces and what their recommendations could mean for inflation, productivity, and policy.
Weekly Market Commentary | Keep Calm and Clip Coupons | July 13, 2026
Coming into 2026, we expected inflation to move closer to the Federal Reserve’s (Fed) 2% target, the Fed to cut rates by roughly 75 basis points (bps), and Treasury yields to drift lower.
Weekly Market Performance | July 10, 2026
LPL’s Weekly Market Performance for the week of July 6, 2026, highlights geopolitical developments, corporate earnings and headlines, and Treasury auctions.
Beyond Market Beta: Alternative Investments Outlook
LPL Research explains how alternatives can help investors look beyond market beta and pursue diversification in a shifting environment.
AI’s Next Act: From Buildout to Monetization
LPL Research discusses how the next phase of AI may be defined by execution, productivity gains, and profits, not by spending.