Outlook 2025: Pragmatic Optimism
Outlook 2025: Pragmatic Optimism By LPL Financial Research Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful...
Analyzing Impressive Margins
LPL Research discusses what’s driving today’s strong operating margins and why expectations for further expansion may face challenges.
Weekly Market Commentary | What History Teaches Us About Fed Hikes & Stocks | September 14, 2026
Printer Friendly Version A hot CPI print. Friday’s slightly hot Consumer Price Index (CPI) report lifted the bond market’s odds of a rate hike from the Federal Reserve (Fed) this week to near 90%. Markets take it in stride. The positive reactions from stocks and bonds were interesting, suggesting that perhaps market participants have been…
Weekly Market Performance | September 11, 2026
LPL’s Weekly Market Performance for the week of September 7, 2026 highlights market volatility as oil tops $100, yields rise, and investors assess Fed policy.
Strong Track Records Become Dangerous Risk Factors
LPL Research analyzes the relationship between strong track records that garner investment inflows and the resulting, negative portfolio and process changes that sometimes follow.
Historical S&P 500 Returns After Fed Hikes
LPL Research explores the historical link between stocks and Fed rate hikes to assess what a potential hike next week could mean for investors.
Weekly Market Commentary | Signs Point to a Normalization, Not a Crisis | September 8, 2026
August delivered the loudest bond market narrative in years, and almost none of it survived contact with the price action. Total public debt crossed $40 trillion on August 18. The 30-year U.S. Treasury yield reached 5.33% intraweek, a level last seen in 2007.