Printer Friendly Version Coming into 2026, we expected inflation to move closer to the Federal Reserve’s (Fed) 2% target, the Fed to cut rates by roughly 75 basis points (bps), and Treasury yields to drift lower. Instead, the first half delivered three stress tests in...
Midyear Outlook 2026: Key Takeaways for the Second Half Jeff Buchbinder | Chief Equity Strategist Last Updated: July 07, 2026 Additional content provided by Brian Booe, Associate Analyst, Research. Over the first half of 2026, markets faced some expected — and...
Has Stock Market Exuberance Become Irrational? Printer Friendly Version A strong quarter across major indexes. The second quarter is winding down and what a quarter it has been with the S&P 500 up 12.6% quarter to date, while the Nasdaq-100 and Russell 2000 are...
Printer Friendly Version LPL Research examines Warsh’s evolving Fed approach, infrastructure-led growth, and the impact of China demand on oil prices. A hawkish debut. At his first Federal Open Market Committee (FOMC) meeting, Chair Kevin Warsh paired a hawkish,...
LPL Research Last Updated: June 18, 2026 LPL Research provides its Weekly Market Performance for the week of June 15, 2026. U.S. stocks printed modest gains over the holiday-shortened week with easing geopolitical tensions and central bank signals driving sentiment....
