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…
Weekly Market Commentary | The Debt Math, Explained: Treasury Market Stress | October 05, 2026
Printer Friendly Version LPL Research examines rising government debt costs, Treasury market stress, and what investors should watch as higher rates reshape the fiscal outlook. Treasury market headlines. There’s been no shortage of Treasury market headlines lately. Higher oil prices, geopolitical uncertainty, weak Treasury auctions, and monetary policy changes and expectations have all played a…
Weekly Market Performance | October 2, 2026
LPL’s Weekly Market Performance for the week of September 28, 2026, highlights weekly equity market drivers, bond market activity, and September payrolls.
Are Crack Spreads a Signal Beneath Oil Prices?
LPL Research discusses what diesel crack spreads are, and why markets are shifting their energy market focus one step deeper.