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Era vs Events
Era: A period of time characterized by particular circumstances, events, or personages.* I went to college at a major state school where the Midwest meets the South, a school I truly love for so many reasons. Many (not all) college alums from that area will tell you a...
LPL Research Midyear Outlook 2026: Thoughts on the Second Half
Navigate markets with LPL Research’s 2026 Midyear Outlook, with insights on stocks, bonds, the economy, and more. Explore what to expect over the second half of 2026.
2026 Outlook: The Policy Engine
Outlook 2026: The Policy Engine By LPL Financial Research 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...
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…
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s policies would simply mirror those of his prior term. The impact of policy…
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