Research

Weekly Market Commentary

Market Commentary

Weekly Market Commentary | Credit Is Still Flowing, and Businesses Are Borrowing | October 12, 2026

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 for everything from working capital to machinery and software. When banks are willing to lend and companies…

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Market Commentary

Weekly Market Commentary | The Debt Math, Explained: Treasury Market Stress | October 05, 2026

Printer Friendly Version LPL Research examines rising government debt costs, Treasury market stress, and what investors should watch as higher rates reshape the fiscal outlook. Treasury market headlines. There’s been no shortage of Treasury market headlines lately. Higher oil prices, geopolitical uncertainty, weak Treasury auctions, and monetary policy changes and expectations have all played a…

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Market Signal Podcast

Macro. Market. Movers