Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s...
- Weekly Market Commentary | Dueling Mandates: The Fed’s Policy Caution and Treasury’s Growing Borrowing Needs | February 2, 2026
LPL Research examines how the Fed is entering 2026 amid constrained conditions and as growth and inflation meet an unsustainable fiscal trajectory.
- Weekly Market Commentary | The Productivity Advantage: Powering Economic Growth in 2026 | January 26, 2026
LPL Research examines how rising productivity, AI adoption, and structural shifts toward services are supporting U.S. economic growth in 2026.
- Unearthing the Metals Melt-Up
LPL Research explores the drivers behind the rally in metals, the associated risks, and the outlook for their durability.
- Kevin Warsh Is Committed to Reigning in Fed
LPL Research highlights the investment implications of Fed Chair nominee, Kevin Warsh.
- Weekly Market Performance — January 30, 2026
LPL's Weekly Market Performance for the week of January 26, 2026, highlights high-profile earnings, the Fed chair nomination, and currency market volatility.
- Software vs. Semiconductors: Can Software Survive AI?
LPL explores how accelerating AI adoption is impacting software demand, widening the valuation gap with semiconductors, and setting up a potential software rebound.
Ask a Question. Offer a Suggestion.
Sign Up For Our Mailing List