ARTICLES & RESEARCH
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...
- Weekly Market Commentary | Why Oil Prices Matter Less — But Still Move Headline Inflation | March 16, 2026
LPL Research explains how America’s declining reliance on oil and rising geopolitical risks shape inflation, growth expectations, and volatility in 2026.
- Tactical Asset Allocation Guide | Staying the Course | March 10, 2026
LPL Research kept its overall market outlook steady for March, but upgraded industrials to overweight due to strong momentum and supportive fundamentals. Meanwhile, consumer discretionary was downgraded to underweight amid weak relative strength, consumer fatigue from higher oil prices, and stretched valuations. The committee still favors large caps and growth tilted exposure, expecting volatility but shallow pullbacks supported by earnings strength and anticipated Fed cuts.
- Economic Navigator | From AI to Oil: The Forces Redefining Growth | March 11, 2026
LPL Research explains key economic trends in 2026, from shifting labor conditions to oil market risks, offering clear insights for investors.
- Weekly Market Commentary | Markets Tested as Iran Conflict Continues | March 9, 2026
LPL Research reviews how the Iran conflict is affecting markets, highlighting energy risks, market resilience, and what investors should watch in the weeks ahead.
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