LPL 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...
- Unearthing the Metals Melt-Up
LPL Research explores the drivers behind the rally in metals, the associated risks, and the outlook for their durability.
- Rate and Credit View | 2026 Municipal Outlook: Attractive Valuations Amid Structural Shifts | January 13, 2026
LPL Research shares insights on 2026 municipal markets, including attractive yields, supply trends, and strategies to help investors navigate rate uncertainty.
- Weekly Market Commentary | Earnings Preview: Double-Digit Streak Likely to Continue | January 12, 2026
LPL Research takes a look at fourth quarter earnings season as it unofficially kicks off this week with a dozen banks and asset managers in the S&P 500 slated to report.
- Global Portfolio Strategy | Policy Influences Will Be Key for Markets in 2026 | January 9, 2026
LPL Research provides 2026 market insights on equities, bonds, and alternatives, highlighting policy tailwinds and AI-driven opportunities.
- Market Insight Quarterly | Q4 2025
Market Insight Quarterly | Q4 2025
Recent Posts
Unearthing the Metals Melt-Up | Weekly Market Commentary | January 20, 2026
Earnings Preview: Double-Digit Streak Likely to Continue | Weekly Market Commentary | January 12, 2026
Evaluating Our 2025 Forecasts: Equity, Fixed Income, and the U.S. Economy | Weekly Market Commentary | January 5, 2026
Navigating Neutral: Fed Policy Key for Fixed Income Markets in 2026 | Weekly Market Commentary | December 22, 2025
More Keys for Markets in 2026: LPL Market Outlook Sneak Peek | Weekly Market Commentary | December 1, 2025
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Jerrí Hewett Miller CFP®, RICP, BFA
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