LPL 2026 Midyear Outlook - Policy, Buildouts, & Bottlenecks

FOUR KEY THEMES TO WATCH

We see four themes shaping markets in the second half. First, U.S. midterms could shift congressional control and policy direction. Second, rising resource nationalism is steering capital toward commodities and real assets and shifting the geopolitical landscape. Third, AI is maturing, and focus is likely to move from buildout to beneficiaries and return on investment. Finally, a leadership change at the Fed adds uncertainty; with inflation elevated and geopolitics tense, the new chair will have little margin for error… Click here to continue.