Imagining a Modern Fed-Treasury Accord Lawrence Gillum | Chief Fixed Income Strategist Last Updated: February 11, 2026 In the February 2 Weekly Market Commentary, we noted the Federal Reserve’s (Fed) potentially constrained policy conditions as resilient growth and...
Picks and Shovels in U.S. Housing Market Thomas Shipp | Head of Equity ResearchLast Updated: February 10, 2026 Additional content provided by Tucker Beale, Analyst, Research. If U.S. Housing Inflection Is Near, Look for More Than Just Homebuilders Over the last three...
Weekly Market Commentary | Five Reasons the Run in Emerging Markets Could Continue | February 9, 2026 PRINTER FRIENDLY VERSION After a stellar 2025 in which emerging market (EM) equities returned 34%, 2026 is off to a good start with the MSCI EM Index up 7% year to...
ISM Offers Another Positive Earnings Signal Jeff Buchbinder | Chief Equity StrategistLast Updated: February 05, 2026 In yesterday’s LPL Research blog, we highlighted the relationship between South Korean exports and U.S. corporate profits. Simply put, the boom in...
Weekly Market Commentary | Dueling Mandates: The Fed’s Policy Caution and Treasury’s Growing Borrowing Needs | February 2, 2026 PRINTER FRIENDLY VERSION The Federal Reserve (Fed) enters 2026 navigating potentially constrained policy conditions as resilient growth and...
