Macro. Market. Movers.

Read the hottest topics of the day from the LPL Research thought leaders. From stocks and bonds to the latest data from the government and everything in between, you’ll find the team’s expansive range of investing and economic expertise — served up in granular detail.

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Weekly Market Performance | October 23, 2026

| LPL Research

LPL's Weekly Market Performance for the week of October 19, 2026, highlights AI-driven volatility, the first round of big tech earnings, and bond market gains.

Why Today's Bond Market Differs from 2022

| LPL Research

LPL Research analyzes key differences between today’s bond market and 2022 that may create opportunities for investors.

What We Heard at Commonwealth 2026 National Conference

| George Smith

LPL Research shares five takeaways from Commonwealth advisors on model portfolios, active ETFs, OCIO, and tactical market views.

Yields Fell on Bad News: Could This Mark a Top?

| Kristian Kerr

LPL Research discusses news reversals and Treasury yields’ recent reaction to consumer inflation data, and what this could mean for markets.

Weekly Market Performance | October 16, 2026

| LPL Research

LPL's Weekly Market Performance for the week of October 12, 2026, highlights, the latest bout of AI jitters, bond market headlines, and commodity market moves.

Lessons from the SaaSpocalypse

| Thomas Shipp

LPL Research analyses what can be learned from the “SaaSpocalypse” and why investors should weigh market narratives against underlying fundamentals.

Happy Fourth Anniversary to This Stock Market Bull

| Jeff Buchbinder

LPL Research analyzes historical performance of S&P 500 bull markets that have made it through a fourth year as a guide to what stocks might do over the next year.

Europe Trades One Gas Dependency for Another

| Adam Turnquist

LPL Research examines how Europe’s changing energy mix and constrained Middle Eastern LNG supply could make for a long winter.

Weekly Market Performance | October 9, 2026

| LPL Research

LPL's Weekly Market Performance for the week of October 5, 2026, highlights choppy market catalysts, a weekly gain in bonds, and commodity market moves.

Why Income Matters More Than Price for Bond Returns

| Lawrence Gillum

LPL Research explains why bond price swings may grab headlines, but income remains the primary driver of long-term fixed income returns.

Housing, Jobs Send Mixed Economic Signals

| Dr. Jeffrey Roach

LPL Research discusses what it means when the gap is widening between mortgage rates and the prevailing rates existing mortgage holders pay.

What To Watch Following Record Investments in AI

| Michael McClain

LPL Research discusses the incredible impact AI has on current venture capital fundraising.

Weekly Market Performance | October 2, 2026

| LPL Research

LPL's Weekly Market Performance for the week of September 28, 2026, highlights weekly equity market drivers, bond market activity, and September payrolls.

Are Crack Spreads a Signal Beneath Oil Prices?

| Kristian Kerr

LPL Research discusses what diesel crack spreads are, and why markets are shifting their energy market focus one step deeper.

An Eventful Fourth Quarter Awaits

| LPL Research

LPL Research discusses how markets entering Q4 face election uncertainty, higher bond yields, and earnings season, while fundamentals remain key.

Sector Performance After Initial Fed Rate Hikes

| Jeff Buchbinder

LPL Research analyzes historical performance of S&P equity sectors after the start of Fed rate-hiking campaigns to help investors navigate the new cycle.

Weekly Market Performance | September 25, 2026

| LPL Research

LPL's Weekly Market Performance for the week of September 21, 2026, highlights volatile geopolitical headlines, a bond market selloff, and AI optimism.

The S&P 500’s Narrow Road Back to New Highs

| Adam Turnquist

LPL Research examines developing trends in market breadth and what they mean for the health of the bull market.

Portfolio Resilience: A Q3 Check-In

| John Lohse

LPL Research reviews how strategic portfolio allocations navigated Q3 Fed hikes, inflation pressures, and geopolitical uncertainty.

What Investors Need to Know About Rate Hikes

| LPL Research

Last week’s rate hike was widely anticipated by markets and economists, however, there are still key takeaways for investors to keep in mind.

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