Printer Friendly Version Bank lending rarely commands the attention that payrolls, inflation, or consumer spending do. But it helps determine how much momentum the economy can sustain. Commercial and industrial (C&I) loans, the workhorse of corporate finance, pay...
Bond Prices Make Noise, but Income Drives the Returns October 08, 2026 | Lawrence Gillum The Price Is Noise. The Income Is the Return. Every time rates jump, the headlines follow the same script: bonds got hit. On a statement, they did. But that framing confuses two...
Gloom in the Living Room October 07, 2026 | Dr. Jeffrey Roach Gloom in the Living Room, Lock-In in the Housing Market, and a Fed Still Eyeing One More Hike The U.S. economy is handing investors a muddled picture. Housing is stuck, hiring is lopsided, and households...
AI’s Impact on the Venture Capital Market October 06, 2026 | Michael McClain Venture Capital’s AI Boom: Record Headlines, Narrow Participation On the surface, the numbers appear exceptional. U.S. venture-backed companies raised more than $400 billion during the...
Printer Friendly Version LPL Research examines rising government debt costs, Treasury market stress, and what investors should watch as higher rates reshape the fiscal outlook. Treasury market headlines. There’s been no shortage of Treasury market headlines lately....
