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...
Europe Trades One Gas Dependency for Another
LPL Research examines how Europe’s changing energy mix and constrained Middle Eastern LNG supply could make for a long winter.
Weekly Market Commentary | Credit Is Still Flowing, and Businesses Are Borrowing | October 12, 2026
Printer Friendly Version Bank lending rarely commands the attention that payrolls, inflation, or consumer spending do. But it helps determine how much momentum the economy can sustain. Commercial and industrial (C&I) loans, the workhorse of corporate finance, pay for everything from working capital to machinery and software. When banks are willing to lend and companies…
Weekly Market Performance | October 9, 2026
LPL’s Weekly Market Performance for the week of October 5, 2026, highlights choppy market catalysts, a weekly gain in bonds, and commodity market moves.
Why Income Matters More Than Price for Bond Returns
LPL Research explains why bond price swings may grab headlines, but income remains the primary driver of long-term fixed income returns.
Housing, Jobs Send Mixed Economic Signals
LPL Research discusses what it means when the gap is widening between mortgage rates and the prevailing rates existing mortgage holders pay.
What To Watch Following Record Investments in AI
LPL Research discusses the incredible impact AI has on current venture capital fundraising.