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Market Commentary

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.

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Recent Posts

  • Markets Tested as Iran Conflict Continues | Weekly Market Commentary | March 9, 2026
  • Navigating Market Volatility During the Iran Crisis
  • Weekly Market Performance — March 6, 2026
  • Managed Futures: Current Positioning and Geopolitical Risks
  • Iran Escalation: How Markets Have Reacted to Geopolitical Events

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