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 Performance | May 22, 2026
LPL’s Weekly Market Performance for the week of May 18, 2026, highlights tech earnings, economic data, and the Treasury Quarterly Refunding Announcement.
Why AI Efficiency May Boost Labor Demand
LPL Research highlights how AI is changing work, not eliminating it, with productivity gains increasing labor demand in a shifting economy.
What Risks Could Test the Upbeat Market Narrative?
LPL Research discusses risks to the consensus — from inflation, AI spending shifts, and rates — that could challenge the strong earnings market narrative.