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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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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.

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Portfolio Resilience: A Q3 Check-In

| John Lohse

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

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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.

Weekly Market Performance header - Research TEST

Weekly Market Performance | September 18, 2026

| LPL Research

LPL's Weekly Market Performance for the week of September 14, 2026, highlights choppy stock trading, the September Fed rate decision, and geopolitical events.

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A Hawkish Fed and China's Split Economy

| Dr. Jeffrey Roach

LPL Research explains how a hawkish Federal Reserve and a two-speed Chinese economy are shaping global markets, inflation trends, investment flows, and growth prospects.

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Large Cap Managers Prepare for Change

| Scott Froidl

Midyear manager interviews reveal conviction in AI investment, concern about rates and crowding, and growing interest in quality and breadth.

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Analyzing Impressive Margins

| Thomas Shipp

LPL Research discusses what's driving today's strong operating margins and why expectations for further expansion may face challenges.

Weekly Market Performance header - Research TEST

Weekly Market Performance | September 11, 2026

| LPL Research

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.

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Strong Track Records Become Dangerous Risk Factors

| Carter France

LPL Research analyzes the relationship between strong track records that garner investment inflows and the resulting, negative portfolio and process changes that sometimes follow.

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Historical S&P 500 Returns After Fed Hikes

| Jeff Buchbinder

LPL Research explores the historical link between stocks and Fed rate hikes to assess what a potential hike next week could mean for investors.

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Quantifying the Environment for Stock Selection Alpha

| Michael McClain

LPL Research discusses how investors can assess whether the current environment is constructive for investing in long/short equity or equity market neutral funds.

LPL Research's weekly recap of equities, fixed income, commodities, economic roundup, and economic data for the week ahead.

Weekly Market Performance | September 4, 2026

| LPL Research

LPL's Weekly Market Performance for the week of August 31, 2026, highlights choppy trading for stocks, higher Treasury yields, and mixed commodity markets.

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Free Cash Flow Adjustments Reflect Owner Economics

| Thomas Shipp

LPL Research analyses adjustments to headline free cash flow measurements that more accurately reflect owner economics.

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Are French Bond Spreads Flashing a Warning Sign?

| Kristian Kerr

LPL Research discusses what is driving a rise in French government bond yields and what this may mean for global bond markets.

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September Seasonals Weak Before Strong Q4

| George Smith

LPL Research explains why September often remains weak in midterm years and how stocks have historically rebounded in the fourth quarter.

LPL Research's weekly recap of equities, fixed income, commodities, economic roundup, and economic data for the week ahead.

Weekly Market Performance | August 28, 2026

| LPL Research

LPL's Weekly Market Performance for the week of August 24, 2026, highlights high profile tech earnings and Fed Chair Warsh's Jackson Hole speech.

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Markets, the Path of Rates, and Chairman Warsh

| LPL Research

LPL Research discusses that as U.S. debt tops $40 trillion and yields climb; investors await Kevin Warsh's Jackson Hole speech for clues on rates and policy.

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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.

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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.

LPL Research's weekly recap of equities, fixed income, commodities, economic roundup, and economic data for the week ahead.

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.

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