Weekly Market Commentary
Every Tuesday, the LPL Financial Research team assembles thoughtful insight on market and economic news.
Midyear Outlook 2026: Policy, Buildouts, & Bottlenecks
Our newly released Midyear Outlook 2026: Policy, Buildouts, & Bottlenecks examines the key forces shaping today’s economic and market environment, including policy shifts, global supply dynamics, and ongoing investment in AI. Despite challenges such as a new Federal Reserve chair, geopolitical tensions, and rising oil prices, markets and the economy have remained remarkably resilient. Looking ahead, moderate economic growth is expected to continue, but with added complexity as inflation, interest rates, and market leadership evolve around four key themes that will define the second half of 2026.