Printer Friendly Version Coming into 2026, we expected inflation to move closer to the Federal Reserve’s (Fed) 2% target, the Fed to cut rates by roughly 75 basis points (bps), and Treasury yields to drift lower. Instead, the first half delivered three stress tests in...
Policy, Buildouts, and Bottlenecks to Shape Markets in the Second Half 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...
By LPL Research Markets in 2026 continue to be shaped less by traditional fundamentals and more by policy, geopolitics, and structural change. From Federal Reserve leadership transitions to upcoming U.S. midterm elections, policy decisions are influencing everything...
Midyear Outlook 2026: Key Takeaways for the Second Half Jeff Buchbinder | Chief Equity Strategist Last Updated: July 07, 2026 Additional content provided by Brian Booe, Associate Analyst, Research. Over the first half of 2026, markets faced some expected — and...
Get your grills and beach chairs ready America because July 4th — and America’s 250th birthday — is fast approaching. As the weather heated up last month, the stock market cooled a bit, and investors took profits on some of their technology winners. Market watchers...
