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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...
Research
- Weekly Market Commentary | Five Reasons the Run in Emerging Markets Could Continue | February 9, 2026
by bobrssposter on February 9, 2026 at 12:00 pmPL Research highlights five reasons emerging markets look attractive in 2026, from dollar weakness to accelerating earnings and AI-driven growth.
- Weekly Market Commentary | Dueling Mandates: The Fed’s Policy Caution and Treasury’s Growing Borrowing Needs | February 2, 2026
by bobrssposter on February 2, 2026 at 12:00 pmLPL Research examines how the Fed is entering 2026 amid constrained conditions and as growth and inflation meet an unsustainable fiscal trajectory.
- Weekly Market Commentary | The Productivity Advantage: Powering Economic Growth in 2026 | January 26, 2026
by bobrssposter on January 26, 2026 at 12:00 pmLPL Research examines how rising productivity, AI adoption, and structural shifts toward services are supporting U.S. economic growth in 2026.