Research
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
Weekly Market Commentary | Introducing the IPO Class of 2026 | June 15, 2026
LPL Research explains the IPO process, reviews high profile candidates, and provides context on potential market impacts.
Weekly Market Commentary | Is Bad News Priced Into the Bond Market? | June 8, 2026
LPL Research analyzes bond markets as yields rise, exploring Fed policy expectations, inflation trends, and whether bad news is already priced into Treasuries.
Weekly Market Commentary | Why Stock Market Valuations Are Fair in Context | June 1, 2026
LPL Research analyzes stock valuations, finding them fair given growth, rates, inflation, and AI-driven earnings outlook despite risks.
Market Signal Podcast
Macro. Market. Movers.
China’s Lower Oil Imports Weigh on Prices
LPL Research observes shrinking Chinese oil imports, suggesting supply shifts that are contributing to softer global oil prices.
The Logic of Investment Manager Pairings
LPL Research explains investment manager pairings as a portfolio construction tool that may increase the consistency of performance relative to benchmarks.
World Cup-onomics 2026: Economic Impact Preview
The 2026 World Cup shifts from concentrated spending to a more diversified economic model, with impacts spread across regions, industries, and cities.