Category: Market Update

Market Update

Has AI Become a Rates Story?

Bonds have been behind the world’s biggest buildouts, effectively financing the future throughout history. And while equity markets have remained front and center amid the

Read More
Market Update

The Debt Math, Explained

There’s been no shortage of Treasury market headlines lately. Higher oil prices, geopolitical uncertainty, weak Treasury auctions, and monetary policy changes and expectations have all

Read More
Market Update

The Cash Flow Case for Value

LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets. A regime in

Read More
Market Update

Shifting Leadership in Global Growth

Talking Points Introduction Global business activity is showing signs of stabilization, but beneath the surface, the world economy remains divided. Growth momentum has improved in

Read More