News
2026 Outlook: The Policy Engine
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 influence and market momentum have become significantly more impactful in shaping market trends, often overshadowing underlying economic performance…
Research
From Bubble Fears to Disruption Risk: The New AI Market Narrative
From Bubble Fears to Disruption Risk: The New AI Market Narrative Last Edited by: LPL Research Last Updated: February 17, 2026 PRINTER FRIENDLY VERSION Wall Street narratives rarely stay still, and recent weeks have underscored how quickly sentiment can change as perceived new information challenges the status quo. Widely discussed anxiety over a potential artificial…
Hyperscalers Plan to Live Up to Their Name
Hyperscalers Plan to Live Up to Their Name Jeff Buchbinder | Chief Equity Strategist Last Updated: February 12, 2026 Additional content provided by Brian Booe, Associate Analyst, Research. Capital markets have faced quite an array of moving pieces over the last couple of weeks, ranging from equity market rotation dynamics, volatile metals and commodity price…
Imagining a Modern Fed-Treasury Accord
LPL Research examines what a new Fed-Treasury accord could look like and the potential impact on markets.
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