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 | 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.
Weekly Market Commentary | Introducing the IPO Class of 2026 | June 15, 2026
LPL Research explains the IPO process, reviews high profile candidates, and provides context on potential market impacts.
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