Weekly Market Commentary | Five Reasons the Run in Emerging Markets Could Continue | February 9, 2026 PRINTER FRIENDLY VERSION After a stellar 2025 in which emerging market (EM) equities returned 34%, 2026 is off to a good start with the MSCI EM Index up 7% year to...
Weekly Market Commentary | Dueling Mandates: The Fed’s Policy Caution and Treasury’s Growing Borrowing Needs | February 2, 2026 PRINTER FRIENDLY VERSION The Federal Reserve (Fed) enters 2026 navigating potentially constrained policy conditions as resilient growth and...
Weekly Market Commentary | The Productivity Advantage: Powering Economic Growth in 2026 | January 26, 2026 PRINTER FRIENDLY VERSION Productivity growth is the key mechanism that allows the U.S. economy to expand above its long‑run trend without reigniting inflation....
Outlook 2026: The Policy Engine By LPL Financial Research In 2025, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction. This shift means that policy...
