Blogs
ISM Offers Additional Positive Earnings Signal
ISM Offers Another Positive Earnings Signal Jeff Buchbinder | Chief Equity StrategistLast Updated: February 05, 2026 In yesterday’s LPL Research blog, we highlighted the relationship between South Korean exports and U.S. corporate profits. Simply put, the boom in export data reflects strength in the technology supply chain, which, in turn, suggests a healthy environment for…
Dueling Mandates: The Fed’s Policy Caution and Treasury’s Growing Borrowing Needs | Weekly Market Commentary | February 2, 2026
The Federal Reserve (Fed) enters 2026 navigating potentially constrained policy conditions as resilient growth and above‑trend inflation intersect with an increasingly unsustainable fiscal trajectory. Fed Chair Jerome Powell emphasized that federal debt growth requires eventual corrective action, even if near‑term market risks remain limited. Rising primary deficits at near full employment further limit long‑run policy flexibility, while expanding Treasury financing needs — and a growing reliance on short‑duration bills — heighten rollover risk and amplify sensitivity to the Fed’s policy rate.
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.
LPL Research
ISM Offers Additional Positive Earnings Signal
ISM Offers Another Positive Earnings Signal Jeff Buchbinder | Chief Equity StrategistLast Updated: February 05, 2026 In yesterday’s LPL Research blog, we highlighted the relationship between South Korean exports and U.S. corporate profits. Simply put, the boom in export data reflects strength in the technology supply chain, which, in turn, suggests a healthy environment for…
Dueling Mandates: The Fed’s Policy Caution and Treasury’s Growing Borrowing Needs | Weekly Market Commentary | February 2, 2026
The Federal Reserve (Fed) enters 2026 navigating potentially constrained policy conditions as resilient growth and above‑trend inflation intersect with an increasingly unsustainable fiscal trajectory. Fed Chair Jerome Powell emphasized that federal debt growth requires eventual corrective action, even if near‑term market risks remain limited. Rising primary deficits at near full employment further limit long‑run policy flexibility, while expanding Treasury financing needs — and a growing reliance on short‑duration bills — heighten rollover risk and amplify sensitivity to the Fed’s policy rate.
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.