Insights and Educational Resources
Articles, market commentary, and educational materials designed to provide context and understanding around financial topics and market conditions.
Featured Market & Economic Commentary
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…
Weekly Market Commentary
Weekly Market Commentary | Seeds of Opportunity: The Case for Agriculture Investments | May 26, 2026
Printer Friendly Version Commodity market trends: Commodity markets have been on an impressive, and volatile, run so far this decade, with leadership oscillating between energy and precious metals. Not surprising, after commodities’ “Lost Decade” of the 2010s, given the asset class tends to move in long capital cycles. Shift to Agriculture: LPL Research has written…
Energy Shock: Inflation Risks vs. Economic Growth
LPL Research examines rising inflation risks amid geopolitical tensions, while resilient growth and strong investment support continued expansion.
Weekly Market Commentary | Warsh Fed Regime: Policy Shifts & Treasury Market Impacts | May 11, 2026
LPL Research explores how a potential Warsh-led Fed could reshape policy, Treasury markets, and volatility amid rising deficits and shifting demand.
Market Signal Podcast
Macro Market Movers
Weekly Market Performance | May 29, 2026
LPL Research provides its Weekly Market Performance for the week of May 25, 2026. U.S. stocks extended their recent momentum during the holiday‑shortened week with the S&P 500 notching fresh record highs and a ninth consecutive weekly gain.
Assessing the Sustainability of the Record-High Rally
LPL Research examines the technical setup supporting the rally in stocks, the catalysts driving momentum, and whether the current pace of gains is sustainable.
AI Capex Boom Fuels Corporate Bond Supply and Duration Risks
AI-driven bond issuance by hyperscalers is reshaping IG credit, boosting supply and duration risk, and providing opportunities for income-focused investors.