Fed Rate Cut Odds, AI Fatigue, and Year End Positioning

Published on December 3, 2025

November ended with modest index gains masking a deeper rotation beneath the surface, as markets wrestled with December Fed cut odds, AI fatigue, and how to position portfolios into year end.

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More Keys for Markets in 2026: LPL Market Outlook Sneak Peek

December 3, 2025
As we put the finishing touches on Outlook 2026, here are several other key factors that will drive markets in 2026 that investors will want to keep in mind.

At the Threshold of Affordable Housing, Municipal Bonds Step In

December 3, 2025
Municipal housing bonds are presented as a critical dual solution to America's deepening affordable housing crisis, especially as federal support diminishes. These tax-exempt bonds significantly lower financing costs for developers, making affordable units viable while offering investors compelling tax-exempt income and social impact.