Europe Confronts Another Energy Shock October 13, 2026 | Adam Turnquist Since the start of the war with Iran, investor attention has understandably centered on crude oil. The effective closure of the Strait of Hormuz removed roughly 15 million barrels of crude per day...
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...
October 09, 2026 | LPL Research LPL Research provides its Weekly Market Performance for the week of October 5, 2026. Stocks climbed to fresh record highs for the first time since August early in the week, but headlines grew choppy and tested the advance. Conflicting...
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...
