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...
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,...
