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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.

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…