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MARKET ANALYSIS
Financial objectivity, experience and guidance to pursue financial well-being
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...
Weekly Market Commentary | Earnings Season Outlook: Will Markets Care? | March 30, 2026
LPL Research explains why solid earnings, AI investment, and economic resilience underpin stocks, even as oil prices and volatility pressure markets.
Energy Stocks Vary Across Market Cycles
LPL Research explores the energy sector, and the different sub-sectors and business models within, before and after the start of the Iran War.
Private Credit Under Pressure: Liquidity Mismatches in an AI-Disrupted Cycle
LPL Research examines recent private credit activity in the face of growing sophistication from AI.
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