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 | July 2, 2026

| LPL Research

LPL's Weekly Market Performance for the week of June 29, 2026, highlights quarterly performance, rotation dynamics, and high- profile economic data.

What’s Next for a Coiled-Up Dollar?

| Kristian Kerr

LPL Research discusses what the U.S. dollar’s next move could be after showing signs of a breakout from its 10-month range.

Second Quarter Earnings Preview Including Key Factors to Monitor

| Jeff Buchbinder

LPL Research previews the upcoming second quarter earnings season, highlighting several key factors for investors to monitor as corporate America reports results.

Weekly Market Performance | June 26, 2026

| LPL Research

LPL's Weekly Market Performance for the week of June 22, 2026, highlights choppy equity market trading, bond market gains, and falling oil prices.

A Modern Framework for Portfolio Construction

| John Lohse

LPL Research explores the benefits of Unified Managed Accounts (UMAs) and how building block model portfolios can help drive client success.

Oil Falls, Fed Stays Put: What is Next for Markets

| LPL Research

LPL Research discusses falling oil supports optimism, but persistent inflation keeps the Fed cautious — leaving markets caught between improving trends and policy risk.

Summer Muni Technicals: A Reliable Tailwind?

| Lawrence Gillum

Municipal bonds often benefit from summer supply-demand shifts, as reinvestment flows and lighter issuance create a seasonal tailwind for prices and returns.

Weekly Market Performance | June 18, 2026

| LPL Research

LPL's Weekly Market Performance for the week of June 15, 2026, highlights easing geopolitical tensions, monetary policy decisions, and bond market moves.

China’s Lower Oil Imports Weigh on Prices

| Dr. Jeffrey Roach

LPL Research observes shrinking Chinese oil imports, suggesting supply shifts that are contributing to softer global oil prices.

The Logic of Investment Manager Pairings

| Derek Beiter

LPL Research explains investment manager pairings as a portfolio construction tool that may increase the consistency of performance relative to benchmarks.

Weekly Market Performance | June 12, 2026

| LPL Research

LPL's Weekly Market Performance for the week of June 8, 2026, highlights choppy geopolitical and AI-driven trading, bond market moves, and inflation data.

World Cup-onomics 2026: Economic Impact Preview

| George Smith

The 2026 World Cup shifts from concentrated spending to a more diversified economic model, with impacts spread across regions, industries, and cities.

Taking a Look at Managed Futures

| Michael McClain

LPL Research summarizes the current positioning of the managed futures industry.

Weekly Market Performance | June 5, 2026

| LPL Research

LPL's Weekly Market Performance for the week of June 1, 2026, highlights geopolitical tensions, AI earnings, and economic data that rippled across markets.

Oil Market May Be Too Constructive on U.S.-Iran Deal

| Kristian Kerr

LPL Research discusses how oil markets are interpreting a potential U.S.-Iran deal, and the near-term path for oil markets and supplies.

May Flows: Equities Dominate

| Jeff Buchbinder

Equities drove record ETF flows in May as risk-on momentum held, even as investors balanced growth, rates, and shifting macro signals.

Key Takeaways from the SpaceX S-1

| Thomas Shipp

LPL Research reviews SpaceX, covering what the company does, what it intends to do, and our key takeaways from the S-1.

Weekly Market Performance | May 29, 2026

| LPL Research

LPL's Weekly Market Performance for the week of May 25, 2026, highlights high-profile market drivers, commodity market moves, and economic data.

Assessing the Sustainability of the Record-High Rally

| Adam Turnquist

LPL Research examines the technical setup supporting the rally in stocks, the catalysts driving momentum, and whether the current pace of gains is sustainable.

AI Capex Boom Fuels Corporate Bond Supply and Duration Risks

| Lawrence Gillum

AI-driven bond issuance by hyperscalers is reshaping IG credit, boosting supply and duration risk, and providing opportunities for income-focused investors.

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