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...
Fed Eyeing a Weaker Jobs Market | LPL Street View
In this latest edition of Street View, LPL's Chief Investment Officer, Marc Zabicki, takes a look at some signs of weakening in the U.S. jobs market, other decelerating economic indicators and much more.
Navigating Neutral: Fed Policy Key for Fixed Income Markets in 2026 | Weekly Market Commentary | December 22, 2025
Our 2026 fixed income outlook calls for a rangebound rate environment, cautious Fed policy, and a modest increase in spreads within corporate credit markets.
Policy Tailwinds and Artificial Intelligence to Power Stocks in 2026 | Weekly Market Commentary | December 15, 2025
The bull market appears poised to extend its run in 2026, fueled by ongoing enthusiasm around AI and further easing of monetary policy from the Federal Reserve (Fed).
More Keys for Markets in 2026: LPL Market Outlook Sneak Peek | Weekly Market Commentary | December 1, 2025
This week, we broaden our preview and tease some other factors investors will want to consider when thinking about investing in 2026.
EDUCATIONAL ARTICLES
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...
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s policies would simply mirror those of his prior term. The impact of policy direction has been central to market direction this year…