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…
Focus on Treasury Yields, Not Fed Headlines
LPL Research discusses that while markets focus on the Fed, history suggests Treasury yields and economic fundamentals matter more for long-term returns.
How Portfolio Hedges Help Manage Market Risk
LPL Research examines how different hedging strategies may help manage portfolio risk during short- and long-term periods of market stress.
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.
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