LPL Research
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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...
LPL Research
Why Oil Prices Matter Less — But Still Move Headline Inflation
LPL Research explains how America’s declining reliance on oil and rising geopolitical risks shape inflation, growth expectations, and volatility in 2026.
Weekly Market Performance — March 13, 2026
LPL’s Weekly Market Performance for the week of March 9, 2026, highlights geopolitical developments, earnings, and commodity moves and their impact on markets.
Oil in the Driver’s Seat as Geopolitical Tensions Rise
LPL Research examines how the Iran conflict is influencing equity and oil markets.
So…You Want to Build a Data Center
LPL Research explores what data center construction and operation tells us about the future of compute.
Treasury Market: Stuck Between Iran and a SaaS Space
LPL Research examines how Treasury yields are caught between AI‑driven growth concerns and rising inflation pressures from escalating geopolitical risks.
Navigating Market Volatility During the Iran Crisis
In our2026 Outlook: The Policy Engine, we listed several risks to stocks that could prevent the S&P 500 from achieving our forecast for high-single-digit returns in 2026 (to a fair value target range of 7,300–7,400).
The Secret Key: Lessons of the Masters
An Insider’s Guide To Wealth Management In A Rapidly Changing World
The purpose of this report, The Secret Key: Lessons from the Masters, is to introduce to you the Master’s Key to help preserve, invest, grow, and enjoy your wealth in this “New Normal” world.