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…
Weekly Market Commentary
Weekly Market Commentary | Shifting Leadership in Global Growth | August 17, 2026
Printer Friendly Version Talking Points Global growth is stabilizing, but leadership has shifted back to developed markets. The U.S. and parts of Europe are driving the latest improvement in business activity, while several large emerging markets have lost momentum after a strong start to the year. BRICS economies are mixed as India outpaces the others.…
Weekly Market Commentary | Why Carry Is the Strategy in Municipal Bonds Right Now | August 10, 2026
LPL Research outlines how a Fed on hold, strong reinvestment demand, and elevated yields create compelling opportunities in municipal bonds.
Weekly Market Commentary | Constructive on Stocks in H2 as AI Debate Continues | August 03, 2026
LPL Research highlights strong corporate earnings, AI-driven growth, and a favorable equity outlook while monitoring inflation, oil prices, and risks.
Market Signal Podcast
Macro. Market. Movers.
Do Stocks Notice Higher Yields?
LPL Research discusses the relationship between stocks and Treasury yields when rates are elevated, and what this could mean for investors.
A Tale of Two CTAs: Short-Term vs. Trend-Following
LPL Research reviews the recent attribution within the commodity trading advisor (CTA) industry between short-term and medium-term managed futures trend-followers.
Five Takeaways From LPL Focus 2026
LPL Research shares five key takeaways from FOCUS 2026, including OCIO demand, AI adoption, ETF growth, and scalable advisor solutions.