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 | August 21, 2026
LPL’s Weekly Market Performance for the week of August 17, 2026, highlights bond market volatility, dented global risk appetite, and commodity market moves.
Why Investors Remain Constructive Despite Economic Headwinds
This article describes how Treasury Demand, Financial Conditions, and Inflation are supporting investor risk appetite.
Why the 2026 Russell Rebalance Matters
LPL Research explores how the 2026 Russell reconstitution revealed a surprising shift: AI didn’t just drive returns. It changed the structure of major equity benchmarks.
Municipal Bonds at Midyear: Getting Paid to Wait
LPL Research explains why tax-equivalent yields on high-grade municipal bonds are near decade highs, making today’s income opportunities compelling.
Weekly Market Commentary | Shifting Leadership in Global Growth | August 17, 2026
Printer Friendly Version Talking Points Global growth is stabilizing, but leadership has shifted back to developed markets. The U.S. and parts of Europe are driving the latest improvement in business activity, while several large emerging markets have lost momentum after a strong start to the year. BRICS economies are mixed as India outpaces the others.…
Do Stocks Notice Higher Yields?
LPL Research discusses the relationship between stocks and Treasury yields when rates are elevated, and what this could mean for investors.