LPL Research examines rising government debt costs, Treasury market stress, and what investors should watch as higher rates reshape the fiscal outlook.

Printer Friendly Version Stocks continue to climb a wall of worry, a wall that has gotten a bit taller as fall begins. The conflict in the Middle East, higher interest rates, and questions surrounding the enormous artificial intelligence (AI) capital spending boom all present legitimate risks for investors. While each of these challenges could generate…

LPL Research analyzes S&P 500 margin expansion, assessing how much is structural versus cyclical and what that means for future earnings forecasts.

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 were interesting, suggesting that perhaps market participants have been…