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...
Weekly Market Commentary | What’s Holding Up Record S&P 500 Margins? | September 21, 2026
LPL Research analyzes S&P 500 margin expansion, assessing how much is structural versus cyclical and what that means for future earnings forecasts.
Weekly Market Performance | September 18, 2026
LPL’s Weekly Market Performance for the week of September 14, 2026, highlights choppy stock trading, the September Fed rate decision, and geopolitical events.
A Hawkish Fed and China’s Split Economy
LPL Research explains how a hawkish Federal Reserve and a two-speed Chinese economy are shaping global markets, inflation trends, investment flows, and growth prospects.
Large Cap Managers Prepare for Change
Midyear manager interviews reveal conviction in AI investment, concern about rates and crowding, and growing interest in quality and breadth.
Analyzing Impressive Margins
LPL Research discusses what’s driving today’s strong operating margins and why expectations for further expansion may face challenges.
Weekly Market Commentary | What History Teaches Us About Fed Hikes & Stocks | September 14, 2026
Printer Friendly Version A hot CPI print. Friday’s slightly hot Consumer Price Index (CPI) report lifted the bond market’s odds of a rate hike from the Federal Reserve (Fed) this week to near 90%. Markets take it in stride. The positive reactions from stocks and bonds were interesting, suggesting that perhaps market participants have been…