September 25, 2026 | LPL Research LPL Research provides its Weekly Market Performance for the week of September 21, 2026. U.S. and international equities rebounded this week, with the S&P 500 snapping a two-week slide while the Nasdaq-100 reached a fresh record...
The Message From Market Breadth Adam Turnquist | Chief Cross-Asset Strategist Last Updated: September 24, 2026 The S&P 500 has remained remarkably resilient in the face of mounting macro headwinds. Despite oil prices topping $100 per barrel, 10-year Treasury...
Uncertainty Evolves. Sound Portfolio Construction Endures John Lohse | Portfolio Strategist, Model Portfolio Management Back in March, we examined how well-anchored portfolio construction, supported by LPL Research’s strategic asset allocation (SAA), could help...
What Rate Hikes Mean for Wall Street and Main Street September 22, 2026 | LPL Research Today’s blog is written by Sam Millette, a portfolio manager on the Investment Management and Research team at Commonwealth. With the firm since 2013, he manages the Commonwealth...
Printer Friendly Version LPL Research analyzes S&P 500 margin expansion, assessing how much is structural versus cyclical and what that means for future earnings forecasts. Historical cyclicality in question. Profit margins have historically been cyclical, but the...