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 | What History Teaches Us About Fed Hikes & Stocks | September 14, 2026
Printer Friendly Version A hot CPI print. Friday’s slightly hot Consumer Price Index (CPI) report lifted the bond market’s odds of a rate hike from the Federal Reserve (Fed) this week to near 90%. Markets take it in stride. The positive reactions from stocks and bonds were interesting, suggesting that perhaps market participants have been…
Weekly Market Performance | September 11, 2026
LPL’s Weekly Market Performance for the week of September 7, 2026 highlights market volatility as oil tops $100, yields rise, and investors assess Fed policy.
Strong Track Records Become Dangerous Risk Factors
LPL Research analyzes the relationship between strong track records that garner investment inflows and the resulting, negative portfolio and process changes that sometimes follow.