LPL Research
Get educated on the issues that matter to you the most.
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…
LPL Research
Weekly Market Commentary | Oil Prices, China, and U.S. Inflation Risks | July 20, 2026
LPL Research analyzes China’s declining crude imports, inflation risks, and the resilient U.S. economy driving above-trend growth.
Weekly Market Performance | July 17, 2026
LPL’s Weekly Market Performance for the week of July 13, 2026, highlights AI jitters, geopolitical developments, and corporate earnings.
The Unthinkable Scenario for AI Investors
LPL Research dares to imagine a non-consensus future for AI where reality fails to meet lofty investor expectations.
Why Resource Nationalism Matters to Investors
LPL Research discusses resource nationalism: what it is, why it matters, and what are the implications for investors building multi-asset portfolios.
Key Facts About the Fed’s Task Forces
LPL Research breaks down the Fed’s five task forces and what their recommendations could mean for inflation, productivity, and policy.
Weekly Market Commentary | Keep Calm and Clip Coupons | July 13, 2026
Coming into 2026, we expected inflation to move closer to the Federal Reserve’s (Fed) 2% target, the Fed to cut rates by roughly 75 basis points (bps), and Treasury yields to drift lower.
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.