Research
Research library
Research worth an advisor's time from research firms, asset managers, regulators, central banks, academics and think tanks, each with a short summary in our own words, plus AdvisorIQ's own analysis.
As of Oct 8, 2026, the library lists 15 pieces on markets and economy.
Titles marked with an arrow open on the publisher's site. How we choose.
Markets and economy
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Can stocks stay resilient with higher Treasury yields? (opens invesco.com)
Invesco's chief global market strategist asks whether stocks can hold up as Treasury yields approach 5%. He attributes the rise mainly to solid economic growth rather than inflation or deficits, flags strain in lower-quality credit and narrowing market leadership, and concludes stocks can stay resilient if earnings and nominal growth hold.
Topic: Markets and economyinvesco.com
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Guide to the Markets U.S. 4Q 2026 (opens am.jpmorgan.com)
J.P. Morgan's quarterly chartbook on the economy, equities, fixed income and other asset classes, with data as of September 30, 2026. It shows US large-cap stocks trading above long-run average valuations, with a forward price-to-earnings ratio of 19.0 against a 30-year average of 17.2, alongside a 10-year Treasury yield above 5%.
Topic: Markets and economyam.jpmorgan.com
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The Impact of Tariffs on the Cost of Capital in the US (opens aei.org)
AEI economists build tariffs into the standard measure of the tax burden on new investment. They estimate tariffs in place before the February 2026 court ruling raised the economy-wide cost of capital by up to 2.7%, enough to offset the investment tax cut in the 2025 law, with the largest effect on equipment.
Topic: Markets and economyaei.org
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How Federal Debt Puts a Damper on Your Wallet (opens americanprogress.org)
This analysis applies a CBO rule of thumb linking federal debt to interest rates to estimate what debt growth since around 2000 costs households. With debt at 99% of GDP, the author estimates a household with a mortgage, a car loan and student debt pays about $4,500 a year more in interest than it otherwise would.
Topic: Markets and economyamericanprogress.org
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Broadening Delivered. Now Prepare for Volatility. (opens franklintempleton.com)
Franklin Templeton Institute strategists review how stock market leadership broadened over 18 months from mega-cap technology to value, small caps and emerging markets. They see the bull market as intact on earnings but expect less accommodative liquidity and more volatility, and recommend staying diversified.
Topic: Markets and economyfranklintempleton.com
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Household Debt Balances Decreased Slightly; Credit Card Delinquency Transition Rates Remained Steady (opens newyorkfed.org)
The New York Fed's quarterly report on US household borrowing for the second quarter of 2026. Total household debt slipped to $18.8 trillion as mortgage balances fell while credit card and auto balances grew, and overall delinquency edged down to 4.7% of debt even as new card and auto delinquencies stayed elevated.
Topic: Markets and economynewyorkfed.org
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Financial Markets, Oil Prices, and Supply-Side Risks (opens frbsf.org)
San Francisco Fed economists read market correlations to judge what kind of risk investors are pricing. Stocks and bonds, and stocks and oil, now tend to move in opposite directions, which they take as a sign that supply shocks dominate, raising the odds of elevated inflation alongside softer growth.
Topic: Markets and economyfrbsf.org
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Made with China: Global supply chains and the limits of US decoupling (opens piie.com)
PIIE researchers trace Chinese content through the US import basket to test whether tariffs since 2018 reduced reliance on China. China's direct share of US imports fell 7 percentage points from 2017 to 2024, but its share of the value added in those imports fell only 2 points, as supply chains rerouted through other countries.
Topic: Markets and economypiie.com
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Monetary Policy Report – July 2026 (opens federalreserve.gov)
The Fed's semiannual report to Congress on the economy and monetary policy. It describes inflation running well above the 2% goal, with core PCE prices up 3.4% over the year to May, citing tariffs and an energy price surge, alongside a 4.2% unemployment rate and a policy rate held steady since the start of 2026.
Topic: Markets and economyfederalreserve.gov
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AI, oil, and a changing global economy (opens corporate.vanguard.com)
Vanguard's midyear economic update argues that AI investment and the oil shock are pulling regions in different directions, lifting US growth while weighing on energy importers such as the euro area. It now expects about 2.3% US growth in 2026 and 3% in 2027, and says the odds of a Fed rate increase have risen.
Topic: Markets and economycorporate.vanguard.com
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Why the National Debt Matters More Than It Used To and Why We Should Not Count on AI To Fix the Problem (opens americanprogress.org)
The authors argue federal debt is now large and costly enough to weigh on growth, citing CBO projections that per-person income in 2055 would be higher if the debt ratio stabilized. They estimate stabilizing it would take deficit reduction of about 2.6% of GDP a year, and argue faster AI-driven productivity is unlikely to close the gap alone.
Topic: Markets and economyamericanprogress.org
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Macro outlook: Growth hinges on Iran war, AI rollout (opens capitalgroup.com)
Capital Group's economists weigh the AI investment boom against the Iran war, higher oil prices and trade disputes. They see US growth of 2.5% or more as possible, find that past oil supply shocks did not do lasting damage to stocks, and treat the jobs market as the key to the Fed's next moves.
Topic: Markets and economycapitalgroup.com
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Financial Stability Report - May 2026 (opens federalreserve.gov)
The Fed Board's twice-yearly assessment of vulnerabilities in the US financial system. The spring 2026 edition judges asset valuations elevated, with stock prices high relative to earnings, sees household and business debt as moderate overall but weaker at riskier private borrowers, and notes hedge fund leverage near record highs.
Topic: Markets and economyfederalreserve.gov
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The Dual Mandate in Conflict: Balancing Current Tensions between Inflation and Employment (opens stlouisfed.org)
A St. Louis Fed economist looks at the Fed's two goals pulling against each other in early 2026, with unemployment at 4.3% and inflation above target. He estimates that about half of the inflation overshoot comes from tariffs, which frames how hard the policy tradeoff is.
Topic: Markets and economystlouisfed.org
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The Economics of Tariffs (opens hoover.org)
A Hoover working paper reviews what economic theory and recent US experience say about tariffs. The authors find that most of the cost of recent US tariffs fell on US importers, retailers and consumers rather than foreign exporters, and that supply chains shifted from China to third countries rather than leaving China behind.
Topic: Markets and economyhoover.org
From AdvisorIQ
We have not published any articles of our own yet. When we do, they will be listed here, newest first, with the author and date on every piece.
Editorial
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