Dear Valued Investor, The October 1 deadline has passed, and the U.S. government has shut down. While political gridlock is never ideal, history suggests that shutdowns tend to be short-lived and have minimal sustained impact on the economy or the stock market. They...
Earnings Likely to Grow Double-Digits Again; Will Markets Care? PRINTER FRIENDLY VERSION Earnings drive stock prices over time, but not all the time. Clearly, we’re in an environment where stocks are moving on developments in the Mideast and related moves in oil...
November Pullback Could Set the Stage for Year-End Rally The LPL Strategic & Tactical Asset Allocation Committee (STAAC) determines the firm’s investment outlook and asset allocation that helps define LPL Research’s investment models and overall strategic and...
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 | The Productivity Advantage: Powering Economic Growth in 2026 | January 26, 2026 PRINTER FRIENDLY VERSION Productivity growth is the key mechanism that allows the U.S. economy to expand above its long‑run trend without reigniting inflation....
