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...
Weekly Market Commentary | How AI Spending Is Reshaping Bond and Rates Markets | November 02, 2026
LPL Research explores how AI spending is becoming a key driver of interest rates, bond supply, credit markets, and the outlook for fixed income.
Weekly Market Commentary | Q3 Earnings Season Preview: 3 Keys to Watch | October 26, 2026
LPL Research examines three keys to earnings season: broader profit growth, margin pressures, and high expectations amid continued AI investment.
Weekly Market Performance | October 23, 2026
LPL’s Weekly Market Performance for the week of October 19, 2026, highlights AI-driven volatility, the first round of big tech earnings, and bond market gains.
Why Today’s Bond Market Differs from 2022
LPL Research analyzes key differences between today’s bond market and 2022 that may create opportunities for investors.
What We Heard at Commonwealth 2026 National Conference
LPL Research shares five takeaways from Commonwealth advisors on model portfolios, active ETFs, OCIO, and tactical market views.
Yields Fell on Bad News: Could This Mark a Top?
LPL Research discusses news reversals and Treasury yields’ recent reaction to consumer inflation data, and what this could mean for markets.
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Jerrí Hewett Miller CFP®, RICP, BFA
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