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Weekly Market Commentary | Shifting Leadership in Global Growth | August 17, 2026

Weekly Market Commentary | Shifting Leadership in Global Growth | August 17, 2026

by junaidadmin | Aug 17, 2026 | Market Commentary

Printer Friendly Version Talking Points Global growth is stabilizing, but leadership has shifted back to developed markets. The U.S. and parts of Europe are driving the latest improvement in business activity, while several large emerging markets have lost momentum...
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

by junaidadmin | Aug 10, 2026 | Market Commentary

Printer Friendly Version Municipal Bond Outlook: Why Carry Is the Strategy Demand continues to outpace record supply. Municipal bonds remain an attractive income opportunity in a market where the Federal Reserve (Fed) is likely to remain on hold and carry is driving...
Weekly Market Commentary | Shifting Leadership in Global Growth | August 17, 2026

Weekly Market Commentary | Constructive on Stocks in H2 as AI Debate Continues | August 03, 2026

by junaidadmin | Aug 3, 2026 | Market Commentary

Printer Friendly Version The S&P 500 settled a whirlwind July moderately lower but maintained healthy year-to-date gains. Just one month into the second half, some of our key market themes cited in LPL’s Midyear Outlook 2026 wasted no time making themselves known....
Weekly Market Commentary | Shifting Leadership in Global Growth | August 17, 2026

Weekly Market Commentary | Can Hyperscalers’ AI Ambitions Add Up? | July 27, 2026

by junaidadmin | Jul 27, 2026 | Market Commentary

Printer Friendly Version Can Hyperscalers Earn Their AI Ambitions? LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex. Market context: The first half of 2026 was a...
Weekly Market Commentary | Shifting Leadership in Global Growth | August 17, 2026

Weekly Market Commentary | Oil Prices, China, and U.S. Inflation Risks | July 20, 2026

by junaidadmin | Jul 20, 2026 | Market Commentary

China Holds Keys to Post-War Oil Prices Printer Friendly Version Key Talking Points Global growth remains uneven, with the U.S. economy continuing to outperform while China faces softer demand and a less consistent recovery. For an in-depth outlook, consult the...
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