News
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…
Research
Equity Diversification Across Regions and Sectors
LPL Research reviews global and sector equity trends, showing how international stocks, and energy have provided diversification.
Assessing Implications of the Oil Shock
LPL Research discusses the supply shock in the physical oil market and related implications for the U.S. dollar and equities.
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.
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