Blog
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...
Research
- Client Letter | Productivity Gains Pave the Way for a Federal Reserve Leadership Transition | February 4, 2026
on February 4, 2026 at 2:23 pmLPL Research examines how Fed Chair news, productivity gains, and strong earnings support market stability as investors face volatility.
- Weekly Market Commentary | Dueling Mandates: The Fed’s Policy Caution and Treasury’s Growing Borrowing Needs | February 2, 2026on February 2, 2026 at 1:55 pm
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, 2026on January 26, 2026 at 12:38 pm
LPL Research examines how rising productivity, AI adoption, and structural shifts toward services are supporting U.S. economic growth in 2026.