Research
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...
Weekly Market Commentary
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.
Market Signal Podcast
Macro. Market. Movers
Continuation Funds: What They Are and Why They Matter
With traditional private equity investment exits facing difficulty over the past few years — albeit improving somewhat recently — private equity sponsors have increasingly relied on the use of continuation funds…
Competitors to the Greenback Are Less Significant
Let’s develop a scenario to explain the importance of foreign exchange (FX) markets and specifically, the dominance of the U.S. dollar. Say, for example, Thailand, one of the world’s major rice exporters, engages in trade with Brazil, the second‑largest cotton exporter…
When Mega Caps Waver and Small Caps Surge
Every market cycle has its own character, but certain patterns appear frequently enough that they deserve attention. This is especially true when evaluating early-year rallies in small caps…
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