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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.

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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.

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Recent Posts

  • Weekly Market Commentary | Stock Market Tug of War: Earnings vs. Rates | August 24, 2026
  • Weekly Market Commentary | Shifting Leadership in Global Growth | August 17, 2026
  • Weekly Market Commentary | Why Carry Is the Strategy in Municipal Bonds Right Now | August 10, 2026
  • Weekly Market Commentary | Constructive on Stocks in H2 as AI Debate Continues | August 03, 2026
  • Weekly Market Commentary | Can Hyperscalers’ AI Ambitions Add Up? | July 27, 2026

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