LPL Research is pleased to present Outlook 2026: The Policy Engine. Our annual update offers a thorough analysis of the economy and markets, highlighting potential implications for you.
The year 2025 offered a clear illustration of today’s prevailing market regime — one that has been shaped less by traditional fundamentals and business cycle dynamics and more by fiscal and monetary policy. While policy has always influenced markets, its role has increasingly grown. What does this mean as we look ahead to 2026?
These are just some of the insights you’ll find in Outlook 2026: The Policy Engine. To get more, including considerations and potential action steps to discuss with your advisor, read the full Outlook below.
IMPORTANT DISCLOSURES
This material is for general information only and is not intended to provide specific advice or recommendations for any individual. The economic forecasts may not develop as predicted. Please read the full 2026 Outlook: The Policy Engine for additional description and disclosure. This research material has been prepared by LPL Financial LLC. Tracking #831180 / LPLE #831182 (Exp. 12/26)