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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.
Municipal Bonds at Midyear: Getting Paid to Wait
LPL Research explains why tax-equivalent yields on high-grade municipal bonds are near decade highs, making today’s income opportunities compelling.
Do Stocks Notice Higher Yields?
LPL Research discusses the relationship between stocks and Treasury yields when rates are elevated, and what this could mean for investors.
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