2026 Outlook: The Policy Engine
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 influence and market momentum have become significantly more impactful in shaping market trends, often overshadowing underlying economic performance…
U.S. Debt at $40 Trillion: Investment Implications
LPL Research explores how the U.S. debt surpassing $40 trillion could impact investor portfolios.
Gold’s Correction Gives Way to Renewed Momentum
LPL Research examines the latest developments in gold and why the precious metal’s corrective phase may be over.
Weekly Market Commentary | Stock Market Tug of War: Earnings vs. Rates | August 24, 2026
With second quarter earnings growth for the S&P 500 on track to exceed 30% (excluding private investment mark-ups) and analysts continuing to raise estimates, it’s safe to say this season strengthened the fundamental case for equities.