Research

2026 Outlook: The Policy Engine

In 2026, 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 | Is the American Industrial Renaissance Real | April 27, 2026

LPL Research assesses the case for an American Industrial Renaissance, focusing on manufacturing investment, supply‑chain resilience, and energy costs.

Weekly Market Performance | April 24, 2026

LPL’s Weekly Market Performance for the week of April 20, 2026, highlights geopolitical developments, earnings highlights, and bond and commodity market moves.

IPOs in 2026: Risks, Returns, and Timing

LPL Research analyzes the historical returns when investing in IPOs and outlines why this year’s IPOs may follow a different path.

The Fed Will Likely Get a New Chair

LPL Research examines new insights from the Senate Confirmation Hearing for Nominee Kevin Warsh

Is Investor Confidence in Treasuries Fading?

LPL Research examines whether rising U.S. debt threatens Treasuries’ safe-haven status, and why investor demand remains resilient.

Weekly Market Performance | April 17, 2026

LPL Research Last Updated: April 17, 2026 LPL Research provides its Weekly Market Performance for the week of April 13, 2026. Markets posted a strong weekly advance as easing geopolitical tensions, solid earnings reports, and better-than-expected inflation signals fueled a risk-on tone. U.S. equities notched record highs on optimism around Middle East ceasefire developments and abating energy supply concerns, alongside upbeat artificial…