2026 Outlook: The Policy Engine
In 2026, 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 Performance | May 8, 2026
LPL’s Weekly Market Performance for the week of May 4, 2026, highlights tech earnings, economic data, and the Treasury Quarterly Refunding Announcement.
April Flow Trends Highlight Equity Strength
LPL Research analyzes April ETFs, highlighting strong equity inflows, rising risk appetite, and renewed dominance of U.S. large cap stocks.
Gold is Doing its Job, But Not the One You Expect
LPL Research discusses behind-the-scenes dynamics of gold’s price action since the onset of the U.S.-Iran conflict and global energy disruption.
How Portfolio Managers Are Thinking About 2026
LPL Research provides Q1 2026 insights from the LPL Financial Coverage List to pinpoint where large cap equity managers are leaning into opportunity and risk.
Weekly Market Commentary | AI-Driven Growth Fuels Strong Technology Earnings | April 27, 2026
LPL Research examines overlooked tech growth, assessing strong earnings, AI skepticism, and valuation opportunities for investors.
Weekly Market Performance | May 1, 2026
LPL’s Weekly Market Performance for the week of April 27, 2026, highlights high-profile earnings, global central bank decisions, and bond market headlines.