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...
The Markets (as of market close September 4, 2026) Most of the major market indexes closed the week moderately higher, despite a late-week pullback. Investors had to weigh strong corporate earnings and economic resilience against concerns that the Federal Reserve may...
Printer Friendly Version August delivered the loudest bond market narrative in years, and almost none of it survived contact with the price action. Total public debt crossed $40 trillion on August 18. The 30-year U.S. Treasury yield reached 5.33% intraweek, a level...
The Markets (as of market close August 28, 2026) Major U.S. stocks ended the last full week of trading in August modestly higher. Strong AI company earnings boosted tech shares, while the war with Iran, persistent inflation, and a more hawkish Federal Reserve dampened...
Printer Friendly Version LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets. A regime in transition. Value has reasserted itself into the market’s psyche after a long period in...
