Author: contentadmin
-
Weekly Market Commentary | What History Teaches Us About Fed Hikes & Stocks | September 14, 2026
Printer Friendly Version A hot CPI print. Friday’s slightly hot Consumer Price Index (CPI) report lifted the bond market’s odds of a rate hike from the Federal Reserve (Fed) this week to near 90%. Markets take it in stride. The positive reactions from stocks and bonds were interesting, suggesting that perhaps market participants have been…
Written by
-
Weekly Market Performance | September 11, 2026
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.
Written by
-
Strong Track Records Become Dangerous Risk Factors
LPL Research analyzes the relationship between strong track records that garner investment inflows and the resulting, negative portfolio and process changes that sometimes follow.
Written by
-
Historical S&P 500 Returns After Fed Hikes
LPL Research explores the historical link between stocks and Fed rate hikes to assess what a potential hike next week could mean for investors.
Written by
-
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.
Written by
-
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.
Written by
-
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.
Written by
-
Free Cash Flow Adjustments Reflect Owner Economics
LPL Research analyses adjustments to headline free cash flow measurements that more accurately reflect owner economics.
Written by
-
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.
Written by
-
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.
Written by