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Weekly Market Commentary
Weekly Market Commentary | Five Reasons the Run in Emerging Markets Could Continue | February 9, 2026
PL Research highlights five reasons emerging markets look attractive in 2026, from dollar weakness to accelerating earnings and AI-driven growth.
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.
Market Signal Podcast
Macro. Market. Movers
Technology Performs Surprisingly Well in the Face of Current Uncertainty
LPL Research analyzes sector performance during the Iran conflict and highlights the surprising leader, technology.
A Deeper Look at Private Credit
LPL Research summarizes the asset-based lending space within private credit.
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