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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

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 Commentary | Economic Resilience Amid Market Volatility Shocks | April 13, 2026
LPL Research reviews inflation, growth, and global financial conditions, showing why the economy continues to withstand multiple shocks.

Weekly Market Performance | April 10, 2026
LPL’s Weekly Market Performance for the week of April 6, 2026, highlights geopolitical developments, commodity market moves, and economic calendar highlights.
Market Signal Podcast
Macro. Market. Movers.

Weekly Market Performance | May 1, 2026
LPL’s Weekly Market Performance for the week of April 27, 2026, highlights high-profile earnings, global central bank decisions, and bond market headlines.

Will Weak Seasonal Trends Upend the Current Rally?
LPL Research explores the popular Sell in May seasonal period for stocks.

Equity Diversification Across Regions and Sectors
LPL Research reviews global and sector equity trends, showing how international stocks, and energy have provided diversification.