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 Commentary | Moats vs. Inertia: Unpacking the Personal AI Agent Threat | October 19, 2026
Meta’s September launch of Muse, a personal artificial intelligence (AI) agent designed to act on a user’s behalf across digital workflows, crystallized the market’s latest disruption narrative.
Weekly Market Performance | October 16, 2026
LPL’s Weekly Market Performance for the week of October 12, 2026, highlights, the latest bout of AI jitters, bond market headlines, and commodity market moves.
Lessons from the SaaSpocalypse
LPL Research analyses what can be learned from the “SaaSpocalypse” and why investors should weigh market narratives against underlying fundamentals.
Happy Fourth Anniversary to This Stock Market Bull
LPL Research analyzes historical performance of S&P 500 bull markets that have made it through a fourth year as a guide to what stocks might do over the next year.
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…