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What Do Munis, Fed Rate Hikes, and the 80s Have in Common? | LPL Street View

Lawrence Gillum, fixed income strategist at LPL Financial, discusses why munis are the place to be in order to weather the economic storm.

No Risk-Free Path | Weekly Market Commentary | September 22, 2025

At its September meeting, the Federal Open Market Committee (FOMC) cut the federal funds target range by 25 basis points to 4.00%–4.25%, marking the first rate reduction of the year after eight months of holding steady.

The Intersection of Political Uncertainty and Global Debt Markets | Weekly Market Commentary | September 15, 2025

While much has (rightfully) been made of the ongoing debt and deficit spending here in the U.S., the fiscal positions of major developed economies reveal profound disparities in debt management and long-term trend sustainability. Mounting government obligations could have significant implications on economic stability and monetary policy flexibility if not remedied.

Stocks Are Following the Market’s Playbook | Weekly Market Commentary | September 8, 2025

The S&P 500 has gained more than 30% since its low on April 8, 2025, and is up 5% since the index fully recovered its early-year correction losses on June 27, 2025 (with a close of 6,144).

Economic Activity Tracker

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Grand Ideas at the Grand Tetons | Weekly Market Commentary | August 25, 2025

As central bankers, economists, and policymakers gathered last weekend in Wyoming’s Grand Teton National Park for the 2025 Jackson Hole Economic Symposium, the Federal Reserve (Fed) found itself at a critical juncture marked by political pressures, personnel changes, and internal divisions over monetary policy direction.

Earnings Season Delivered | Weekly Market Commentary | August 18, 2025

As we wrote on August 11, companies have done a good job overall adjusting to tariffs so far, which was evident during earnings season. While several factors have helped mute the recent tariff effects, companies will experience more cost pressures in the months ahead.

Stocks Sailing Smoothly Through Policy Crosscurrents So Far | Weekly Market Commentary | August 11, 2025

We have been pleasantly surprised by how well stocks have handled the sharp increase in tariffs. Since the market low from the early April tariff scare, the S&P 500 Index has gained more than 28%.

Seven Takeaways From a Dizzying Week For Markets | Weekly Market Commentary | August 4, 2025

Last week was one for the ages in terms of the number and magnitude of events and data points for investors to digest. A Federal Reserve (Fed) meeting, the monthly jobs report, and the peak week of earnings season would be enough to qualify as a busy week.

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