Macro Market Movers

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.

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

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

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.

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