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 | Is the Stock Market’s Rally a Sign of Excess? | June 29, 2026
Has Stock Market Exuberance Become Irrational? Printer Friendly Version A strong quarter across major indexes. The second quarter is winding down and what a quarter it has been with the S&P 500 up 12.6% quarter to date, while the Nasdaq-100 and Russell 2000 are both up over 20%. Despite some twists and turns, the path of…
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.
Market Signal Podcast
Macro Market Movers
Weekly Market Performance | July 10, 2026
LPL’s Weekly Market Performance for the week of July 6, 2026, highlights geopolitical developments, corporate earnings and headlines, and Treasury auctions.
Beyond Market Beta: Alternative Investments Outlook
LPL Research explains how alternatives can help investors look beyond market beta and pursue diversification in a shifting environment.
AI’s Next Act: From Buildout to Monetization
LPL Research discusses how the next phase of AI may be defined by execution, productivity gains, and profits, not by spending.