Research
Weekly Market Commentary | Five Reasons the Run in Emerging Markets Could Continue | February 9, 2026
PL Research highlights five reasons emerging markets look attractive in 2026, from dollar weakness to accelerating earnings and AI-driven growth.
Weekly Market Commentary | Dueling Mandates: The Fed’s Policy Caution and Treasury’s Growing Borrowing Needs | February 2, 2026
LPL Research examines how the Fed is entering 2026 amid constrained conditions and as growth and inflation meet an unsustainable fiscal trajectory.
Weekly Market Commentary | The Productivity Advantage: Powering Economic Growth in 2026 | January 26, 2026
LPL Research examines how rising productivity, AI adoption, and structural shifts toward services are supporting U.S. economic growth in 2026.
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…
Ask a QuestionAddress: 720 Summit Boulevard, Unit 101 B, Frisco, CO 80443
PO BOX 4776 Frisco, CO 80443
Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Western Wealth Management LLC, a registered investment advisor. Affinity Wealth Management Group and Western Wealth Management LLC are separate entities from LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.