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| Scope | National |
|---|---|
| Language | English |
| Country | United States of America |
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Recent Articles
Search ArticlesChart-ing the Economy: Week of April 6-10th, 2026
While recent market performance reflects optimism over potential geopolitical de-escalation, underlying economic data reveals a complex landscape of intensifying price pressures and cooling growth. Consumer inflation has surged to a near two-year high, driven by a spike in energy costs, even as the broader economy shows signs of losing momentum.
Tactical Positioning Update: From Preparation to Action
Over the past year, LPL Research’s Strategic and Tactical Asset Allocation Committee (STAAC) has emphasized that tactical investing does not require constant activity. Instead, it requires preparation, patience, and the discipline to act only when the expected benefit of a change clearly outweighs the risks. We have made some changes to our Tactical Asset Allocation (TAA) guidance but continue to reflect that disciplined philosophy.
Inflation’s First Official Debut
Key Takeaways The March Consumer Price Index (CPI) rose +0.9% month over month—the largest increase since 2022—showing that the war-related surge in gasoline prices is already pushing headline inflation higher and resetting near-term market expectations. Core CPI was more contained at +2.6% year over year, but the March reading ended its recent disinflation trend, reminding investors that underlying price pressures remain above the Fed’s comfort zone.
Why the Fed Could Shrink Its Balance Sheet Again (and Markets Might Not Notice)
Late last year, the Federal Reserve ended its latest quantitative tightening (QT) program: the process by which it shrinks its balance sheet by selling securities or letting them mature without reinvestment. From a peak size of almost $9 trillion, or roughly 35% of U.S. GDP, the Fed had reduced the balance sheet by more than $2 trillion. Unlike in 2019, when a spike in money market volatility prompted the Fed to abruptly halt QT, markets barely seemed to notice this time.
Hedged Equity vs. Bonds: Seeking A More Reliable Diversifier for Modern Portfolios
Why the 60/40 Portfolio Doesn’t Always Diversify “Diversification” has been the driving principle of investing and risk management for generations.
Strategic Planning Opportunities Hidden in Your 1040
With tax season over, it can be an opportunity to reflect on personal finances and your overall tax situation. Most taxpayers forget about taxes until the next filing season, or at least until the end of the calendar year when decisions might be made around charitable gifting or other considerations. Focusing on tax planning year-around can help individuals find ways to improve their tax situation. A good way to begin is by reviewing the tax forms which were just filed.
Q1 2026 CIO Review and Outlook
Overview Asia and emerging markets experienced extreme volatility in the first quarter of 2026 as markets surged in the first two months, supported by strong demand for artificial intelligence (AI) and an easing of the global monetary environment. In March, however, they experienced a sharp pullback as the Iran conflict threatened global oil and gas shipments, and triggered a spike in energy prices.
Iran, Inflation & Interest Rates
Key Takeaways We expect Federal Reserve policy to stay on hold for several meetings, with the 10-year Treasury yield likely to remain in the 4% to 4.5% range over the short run. If oil prices stay elevated for longer and/or inflation expectations rise, yields may rise above that 4.5% upper threshold. Given the elevated inflation risk, we prefer intermediate-term maturities, those in the four- to 10-year range, rather than favoring long-term maturities.
Analyzing the Top 5 Contributors to THNQ’s 9.3% Rally
The artificial intelligence theme is entering a more granular phase, with investors increasingly looking beyond foundational large language models (LLMs) toward the physical infrastructure required for scale. The ROBO Global Artificial Intelligence ETF (THNQ) has captured this shift effectively, posting a total return of 9.3% over the past month as of April 14, significantly outpacing the broader market.
Hedge Funds Pivot to Bearish Dollar Bets on US-Iran Talks Optimism
Hedge funds are increasingly downbeat on the dollar as the prospect of a two-week ceasefire extension between the US and Iran sap the currency’s war-driven strength. Investors added to their bearish dollar trades this month through April 10, based on a proprietary trading model from Morgan Stanley.