Weekly Market Performance — September 18, 2026

LPL’s Weekly Market Performance for the week of September 14, 2026, highlights choppy stock trading, the September Fed rate decision, and geopolitical events.

A Hawkish Fed, a Two-Speed China, and the Thread That Connects Them

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.

How Large Cap Managers Are Preparing for What’s Next

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

Margins Matter, This Has Driven Them Higher

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

Weekly Market Performance — September 11, 2026

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.

When a Strong Track Record Becomes a Dangerous Risk Factor

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

How Stocks Performed Historically After Initial Fed Rate Hikes?

LPL Research explores the historical link between stocks and Fed rate hikes to assess what a potential hike next week could mean for investors.

What Makes an Attractive Stock Selection Environment?

LPL Research discusses how investors can assess whether the current environment is constructive for investing in long/short equity or equity market neutral funds.

Weekly Market Performance — September 4, 2026

LPL’s Weekly Market Performance for the week of August 31, 2026, highlights choppy trading for stocks, higher Treasury yields, and mixed commodity markets.

Adjusting Free Cash Flow to Reflect True Owner Economics

LPL Research analyses adjustments to headline free cash flow measurements that more accurately reflect owner economics.