2026 Outlook: The Policy Engine
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 influence and market momentum have become significantly more impactful in shaping market trends, often overshadowing underlying economic performance…
Weekly Market Commentary | Can Hyperscalers’ AI Ambitions Add Up? | July 27, 2026
LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex.
Weekly Market Performance | July 24, 2026
LPL’s Weekly Market Performance for the week of July 20, 2026, highlights AI worries, high-profile earnings, and geopolitical tensions.
What’s Next for the Private Equity Buyout Market?
LPL Research examines buyout fund performance, distributions, vintage years, and what investors should expect from private equity ahead.
What History Shows in Midterm Election Years
LPL Research explains why midterm election years often bring volatility and how periods of uncertainty have historically created opportunities for investors.
Oil Rallies as Supply Routes Come Under Pressure
LPL Research examines the latest developments in the oil market and how renewed geopolitical tensions are impacting supply.
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