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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U.S. Debt at $40 Trillion: Investment Implications

| Lawrence Gillum

LPL Research explores how the U.S. debt surpassing $40 trillion could impact investor portfolios.

Gold’s Correction Gives Way to Renewed Momentum

| Adam Turnquist

LPL Research examines the latest developments in gold and why the precious metal’s corrective phase may be over.

Weekly Market Performance | August 21, 2026

| LPL Research

LPL's Weekly Market Performance for the week of August 17, 2026, highlights bond market volatility, dented global risk appetite, and commodity market moves.

Why Investors Remain Constructive Despite Economic Headwinds

| Dr. Jeffrey Roach

This article describes how Treasury Demand, Financial Conditions, and Inflation are supporting investor risk appetite.

Why the 2026 Russell Rebalance Matters

| Scott Froidl

LPL Research explores how the 2026 Russell reconstitution revealed a surprising shift: AI didn't just drive returns. It changed the structure of major equity benchmarks.

Municipal Bonds at Midyear: Getting Paid to Wait

| Lawrence Gillum

LPL Research explains why tax-equivalent yields on high-grade municipal bonds are near decade highs, making today's income opportunities compelling.

Weekly Market Performance | August 14, 2026

| LPL Research

LPL's Weekly Market Performance for the week of August 10, 2026, highlights July inflation data, the latest AI headlines, and commodity market moves.

Do Stocks Notice Higher Yields?

| Jeff Buchbinder

LPL Research discusses the relationship between stocks and Treasury yields when rates are elevated, and what this could mean for investors.

A Tale of Two CTAs: Short-Term vs. Trend-Following

| Michael McClain

LPL Research reviews the recent attribution within the commodity trading advisor (CTA) industry between short-term and medium-term managed futures trend-followers.

Five Takeaways From LPL Focus 2026

| Jeff Buchbinder

LPL Research shares five key takeaways from FOCUS 2026, including OCIO demand, AI adoption, ETF growth, and scalable advisor solutions.

Weekly Market Performance | August 7, 2026

| LPL Research

LPL's Weekly Market Performance for the week of August 3, 2026, highlights a positive week for stocks, the July payrolls report, and mixed commodity moves.

24-Hour Trading: A Tool, Not a Magic Elixir

| John Lohse

LPL Research analyzes the opportunities and challenges of near-24-hour trading as exchanges adapt to evolving investor demand.

Public vs. Private Real Estate: Key Differences

| Michael McClain

LPL Research examines public and private real estate markets, cap rate divergence, and why REITs may offer attractive value today.

Building Block Models for Personalized Portfolios

| Garrett Fish

Find out how LPL Research’s building block model portfolios help advisors deliver personalized, professionally managed portfolios at scale.

Weekly Market Performance | July 31, 2026

| LPL Research

LPL's Weekly Market Performance for the week of July 27, 2026, highlights mixed hyperscaler earnings, the latest Fed rate decision, and geopolitical tensions.

Boutiques vs. Large Managers: Our Approach

| Derek Beiter

LPL Research weighs in on the boutique versus larger manager debate within investment manager selection.

Oil Prices, Interest Rates, and Strong Earnings

| LPL Research

LPL Research discusses how geopolitical tensions, rising rates, and strong earnings are shaping markets, underscoring the importance of diversification.

Red Flags Missing from Manager Performance Screens

| Carter France

LPL Research continues its manager research series, exploring red flags that never appear in performance screens and often emerge in manager interactions.

Weekly Market Performance | July 24, 2026

| LPL Research

LPL's Weekly Market Performance for the week of July 20, 2026, highlights AI worries, high-profile earnings, and geopolitical tensions.

Oil Rallies as Supply Routes Come Under Pressure

| Adam Turnquist

LPL Research examines the latest developments in the oil market and how renewed geopolitical tensions are impacting supply.

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