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Midterm Elections
How potential changes in congressional control, legislative priorities, and political uncertainty could affect markets and specific areas of the economy.
LPL RESEARCH PRESENTS
2026 Midyear Outlook
Policy, Buildouts & Bottlenecks
Explore LPL Research’s perspective on the economy, markets, interest rates, artificial intelligence, policy developments, and the investment themes that may shape the second half of 2026.
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PERSPECTIVE FOR THE SECOND HALF
What Could Shape Markets From Here?
The first half of 2026 gave investors plenty to consider. Changing policy expectations, geopolitical developments, persistent inflation, evolving interest-rate expectations, and continued investment in artificial intelligence have all influenced the market environment.
LPL Research’s 2026 Midyear Outlook examines the forces that could influence the economy and financial markets through the remainder of the year. The report also provides perspective on portfolio positioning across stocks, bonds, cash, commodities, and alternative investments.
INSIDE THE REPORT
Four Key Themes to Watch
The report highlights several major developments that may help determine the direction of markets during the second half of the year.
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Resource Nationalism
How competition for energy, commodities, critical minerals, and other strategic resources may influence global markets and capital flows.
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Artificial Intelligence
Why the focus may begin shifting from infrastructure spending and development toward productivity, profitability, and return on investment.
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Monetary Policy
How inflation, economic growth, Treasury yields, and Federal Reserve policy may affect stocks, bonds, and borrowing costs.
COMPLIMENTARY MARKET REPORT
Read the Full 2026 Midyear Outlook
Review LPL Research’s complete analysis of the economy, equities, fixed income, commodities, alternative investments, and tactical portfolio views.
Download the Full Report ↓
LPL RESEARCH
MIDYEAR
OUTLOOK
2026
Policy, Buildouts
& Bottlenecks
& Bottlenecks
PUTTING THE OUTLOOK IN PERSPECTIVE
What Could These Developments Mean for Your Financial Plan?
Market outlooks can provide useful perspective, but investment decisions should remain connected to your personal goals, timeline, income needs, risk tolerance, and overall financial plan.
If you have questions about the report or would like to discuss how the current environment may relate to your portfolio, retirement strategy, or long-term financial plan, I would be happy to have a conversation.
Speak With a CFP® Professional Today →This material was prepared by LPL Financial. The opinions, statements, and forecasts presented are general information only and are not intended to provide specific investment, tax, or legal advice. Economic forecasts may not develop as predicted, and there can be no guarantee that strategies discussed will be successful. Investing involves risk, including the possible loss of principal.