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…
Will Weak Seasonal Trends Upend the Current Rally?
LPL Research explores the popular Sell in May seasonal period for stocks.
Equity Diversification Across Regions and Sectors
LPL Research reviews global and sector equity trends, showing how international stocks, and energy have provided diversification.
Assessing Implications of the Oil Shock
LPL Research discusses the supply shock in the physical oil market and related implications for the U.S. dollar and equities.
Weekly Market Commentary | Is the American Industrial Renaissance Real | April 27, 2026
LPL Research assesses the case for an American Industrial Renaissance, focusing on manufacturing investment, supply‑chain resilience, and energy costs.
Weekly Market Performance | April 24, 2026
LPL’s Weekly Market Performance for the week of April 20, 2026, highlights geopolitical developments, earnings highlights, and bond and commodity market moves.
IPOs in 2026: Risks, Returns, and Timing
LPL Research analyzes the historical returns when investing in IPOs and outlines why this year’s IPOs may follow a different path.