September 18, 2026 | LPL Research LPL Research provides its Weekly Market Performance for the week of September 14, 2026. U.S. stocks finished a choppy week little changed, as investors navigated a surge in oil prices above $100 per barrel, renewed geopolitical...
A Hawkish Fed, a Two-Speed China, and the Thread That Connects Them Dr. Jeffrey Roach | Chief Economist Last Updated: September 17, 2026 Washington’s inflation fight and Beijing’s growth problem are pulling the global economy in opposite directions — and...
How Large Cap Managers Are Preparing for What’s Next Scott Froidl | Co-Head of Manager Research Last Updated: September 16, 2026 From the end of July through the middle of August, I set out on something closer to an expedition than a series of interviews. Across...
Margins Matter, This Has Driven Them Higher Thomas Shipp | Head of Equity Research Last Updated: September 15, 2026 Additional content provided by Tucker Beale, Senior Equity Research Analyst. In this month’s edition of Beyond the Numbers, available later this week,...
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...
