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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.
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Quantifying the Environment for Stock Selection Alpha
LPL Research discusses how investors can assess whether the current environment is constructive for investing in long/short equity or equity market neutral funds.
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Weekly Market Performance | September 4, 2026
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
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?
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
LPL Research explains why September often remains weak in midterm years and how stocks have historically rebounded in the fourth quarter.
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Weekly Market Commentary | The Cash Flow Case for Value Stocks | August 31, 2026
LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets.
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Weekly Market Performance | August 28, 2026
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 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
LPL Research explores how the U.S. debt surpassing $40 trillion could impact investor portfolios.
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