Blog
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
- Client Letter | Reflecting on 2025, Looking Ahead to 2026 | January 7, 2026
on January 7, 2026 at 2:00 pmLPL Research reflects on 2025’s strong returns, key takeaways, and shares a forward-looking view for 2026 to help investors prepare.
- Weekly Market Commentary | Evaluating Our 2025 Forecasts: Equity, Fixed Income, and the U.S. Economy | January 5, 2026on January 5, 2026 at 1:37 pm
LPL Research reviews 2025 market predictions: key wins, misses, and lessons across equities, fixed income, and the U.S. economy.
- Weekly Market Commentary | Navigating Neutral: Fed Policy Key for Fixed Income Markets in 2026 | December 22, 2025on December 22, 2025 at 1:18 pm
LPL Research forecasts income-driven returns for 2026, with neutral duration, cautious Fed policy, and tight credit spreads.