What's Holding Up Record Margins?

Published on September 24, 2026

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

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October Could Bring New Market Surprises as Earnings Season Nears: Here’s What to Watch

September 24, 2026
It’s really starting to feel like autumn now. August PPI, CPI, and Retail Sales are in the books, the September FOMC meeting is out of the way, and we can now look forward to Jobs Week on Wall Street. Football is in full swing, and earnings season begins before you know it, with Pepsi (PEP) posting results on Thursday, October 8, followed the next morning by Delta (DAL).

Unemployment Insurance Weekly Claims Report

September 24, 2026
In the week ending September 19, the advance figure for seasonally adjusted initial claims was 197,000, a decrease of 1,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 196,000 to 198,000. The 4-week moving average was 202,250, a decrease of 1,750 from the previous week's revised average. The previous week's average was revised up by 750 from 203,2