ARTICLES & 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…
A Modern Framework for Portfolio Construction
LPL Research explores the benefits of Unified Managed Accounts (UMAs) and how building block model portfolios can help drive client success.
Oil Falls, Fed Stays Put: What is Next for Markets
LPL Research discusses falling oil supports optimism, but persistent inflation keeps the Fed cautious — leaving markets caught between improving trends and policy risk.
Summer Muni Technicals: A Reliable Tailwind?
Municipal bonds often benefit from summer supply-demand shifts, as reinvestment flows and lighter issuance create a seasonal tailwind for prices and returns.
Weekly Market Commentary | Kevin Warsh Could Shake Up the Fed | June 22, 2026
LPL Research examines Warsh’s evolving Fed approach, infrastructure-led growth, and the impact of China demand on oil prices.
Weekly Market Performance | June 18, 2026
LPL’s Weekly Market Performance for the week of June 15, 2026, highlights easing geopolitical tensions, monetary policy decisions, and bond market moves.
China’s Lower Oil Imports Weigh on Prices
LPL Research observes shrinking Chinese oil imports, suggesting supply shifts that are contributing to softer global oil prices.
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