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 | Is the Stock Market’s Rally a Sign of Excess? | June 29, 2026
Has Stock Market Exuberance Become Irrational? Printer Friendly Version A strong quarter across major indexes. The second quarter is winding down and what a quarter it has been with the S&P 500 up 12.6% quarter to date, while the Nasdaq-100 and Russell 2000 are both up over 20%. Despite some twists and turns, the path of…
Weekly Market Commentary | Kevin Warsh Could Shake Up the Fed | June 22, 2026
LPL Research examines Warsh’s evolving Fed approach, infrastructure-led growth, and the impact of China demand on oil prices.
Weekly Market Performance | June 18, 2026
LPL’s Weekly Market Performance for the week of June 15, 2026, highlights easing geopolitical tensions, monetary policy decisions, and bond market moves.
Market Signal Podcast
Macro. Market. Movers.
Weekly Market Performance | July 2, 2026
LPL’s Weekly Market Performance for the week of June 29, 2026, highlights quarterly performance, rotation dynamics, and high- profile economic data.
What’s Next for a Coiled-Up Dollar?
LPL Research discusses what the U.S. dollar’s next move could be after showing signs of a breakout from its 10-month range.
Second Quarter Earnings Preview Including Key Factors to Monitor
LPL Research previews the upcoming second quarter earnings season, highlighting several key factors for investors to monitor as corporate America reports results.