Financial Compass
Lessons from the SaaSpocalypse
LPL Research analyses what can be learned from the “SaaSpocalypse” and why investors should weigh market narratives against underlying fundamentals.
Happy Fourth Anniversary to This Stock Market Bull
LPL Research analyzes historical performance of S&P 500 bull markets that have made it through a fourth year as a guide to what stocks might do over the next year.
Europe Trades One Gas Dependency for Another
LPL Research examines how Europe’s changing energy mix and constrained Middle Eastern LNG supply could make for a long winter.
Weekly Market Performance | October 9, 2026
LPL’s Weekly Market Performance for the week of October 5, 2026, highlights choppy market catalysts, a weekly gain in bonds, and commodity market moves.
Why Income Matters More Than Price for Bond Returns
LPL Research explains why bond price swings may grab headlines, but income remains the primary driver of long-term fixed income returns.
Housing, Jobs Send Mixed Economic Signals
LPL Research discusses what it means when the gap is widening between mortgage rates and the prevailing rates existing mortgage holders pay.
What To Watch Following Record Investments in AI
LPL Research discusses the incredible impact AI has on current venture capital fundraising.
Weekly Market Performance | October 2, 2026
LPL’s Weekly Market Performance for the week of September 28, 2026, highlights weekly equity market drivers, bond market activity, and September payrolls.
Are Crack Spreads a Signal Beneath Oil Prices?
LPL Research discusses what diesel crack spreads are, and why markets are shifting their energy market focus one step deeper.
An Eventful Fourth Quarter Awaits
LPL Research discusses how markets entering Q4 face election uncertainty, higher bond yields, and earnings season, while fundamentals remain key.