Market Signals by LPL Financial: Recent Episodes
Market Signals by LPL Financial
LPL Financial Research team discusses current market trends and look ahead, sharing insightful projections on a weekly basis.
In this week's Market Signals podcast, Chief Economist Dr. Jeffrey Roach is joined by Chief Market Strategist Chris Fasciano from Commonwealth Financial Network to discuss stronger-than-expected economic growth, rising Treasury yields, inflation pressures, and what could drive the Fed's next move. Tracking: #1153819
This week on LPL Market Signals, LPL Chief Fixed Income Strategist Lawrence Gillum is joined by Andrew Norelli of J.P. Morgan Asset Management to discuss the upcoming FOMC meeting. And while markets expect another pause, the bigger question is whether the Fed is preparing investors for more tightening ahead. As such, investors are focused on the path of interest rates, inflation risks, and what comes next for fixed income markets. Lawrence and Andrew share their expectations for the Fed meeting, debate whether markets are underpricing inflation, and highlight opportunities across rates, credit, and securitized sectors as investors navigate an uncertain macro environment. This isn't another discussion of consensus expectations. Instead, we focus on the non-consensus views and market outcomes investors may be overlooking.Tracking: #1147690
LPL's Chief Economist Dr. Jeffrey Roach highlights three key market impacts of new Federal Reserve leadership, from AI-driven productivity to dollar strength.Tracking: #1145370
Is the 60/40 portfolio dead? On this week's LPL Market Signals, Kristian Kerr sits down with Paul Ticu, Head of Asset Allocation and Client Solutions at Calamos Investments, to challenge some of the biggest assumptions in investing. The conversation explores diversification, downside protection, market concentration, geopolitics and the evolving role of alternatives in portfolio construction. Tune in for actionable insights on navigating uncertainty and building more resilient portfolios in a world where traditional asset allocation strategies may no longer be enough.Tracking: #1143421
On this week’s LPL Market Signals, LPL strategists highlight three themes investors should watch this earnings season: The outlook for AI capital investments by hyperscalers, the outlook for refiners amid volatile oil markets, and the setup for big bank earnings this week.Tracking: #1139559
LPL’s Chief Economist, Dr. Jeffrey Roach shares actionable insights on the global economy, underlying trends in the job market, and what the data tell us about the direction for inflation. Tracking: #1136959
In this special edition of market signals, LPL strategists share highlights from LPL Research’s Midyear Outlook 2026 publication released on July 7. They share key themes for stocks, bonds, and the economy that LPL Research believes will be determining factors of second half returns. For stocks, progress toward monetization of artificial intelligence (AI) will be a key factor in the second half. LPL Research expects gains for stocks on the back of strong earnings growth and, if the macro backdrop improves, a slight increase in valuations. AI disappointments, geopolitics, and midterm elections are among the primary risks. For bonds, LPL Research expects sticky inflation and resilient growth to keep the Federal Reserve on extended pause, leaving Treasury yields range-bound, with the 10-year likely finishing the year between 4.00% and 4.50% absent disinflation or clear economic weakening. Tight credit spreads likely to persist, though AI-driven borrowing by hyperscalers may pressure spreads modestly higher. Returns may be income-driven as Treasury yields stay rangebound and credit spreads remain tight. Finally, U.S. economic growth should moderate but remain positive in the second half, with strong business investment helping offset weakness in other sectors. Elevated household net worth will continue to provide an important buffer for consumers. Expect inflation to moderate toward 2.9% by the end of 2026 and for unemployment to edge higher but remain historically low. Tracking: #1135966
Will Thompson, Founder and Managing Partner of Massif Capital, joins the LPL Market Signals podcast to discuss the evolving dynamics across the broader commodities landscape. He shares his perspective on investing within the real asset universe, emphasizing how rising resource nationalism is reshaping the macro backdrop as governments take a more active role in securing and controlling critical resources. The conversation also explores recent developments in energy markets, including the essential role insurers play in facilitating oil flows through the Strait of Hormuz, as well as the outlook for global oil supply and demand following the recent U.S.-Iran peace agreement.Tracking: #1130705
In this edition, Dr. Jeffrey Roach, LPL Financial’s Chief Economist explains why China is a factor behind volatility in oil prices and highlights the ongoing strength of the dollar and business capital spending.Tracking: #1130403
In this week’s LPL Market Signals, Chief Fixed Income Strategist Lawrence Gillum and Chief Economist Jeffrey Roach break down the first Federal Reserve meeting under new Chair Kevin Warsh, highlighting a more hawkish-than-expected stance, streamlined communication, and the introduction of new task forces focused on inflation, data, and AI. The discussion also reflects on the legacy of Alan Greenspan following his passing, noting his lasting influence on Fed policy and communication. The episode concludes with updated economic projections, including elevated inflation expectations, potential fourth-quarter disinflation, and key risks tied to geopolitics, growth, and labor markets.Tracking: #1129177
This week on LPL Market Signals, LPL Research and LPL Government Relations team up to discuss the setup for midterm elections and how the outcome might affect markets. Topics discussed include: Is the Senate in play and what are expected to be the key issues for voters in November?How much market volatility might this election cycle bring?What are some of the key policies on the table that could move markets in the second half?What if anything bipartisan might get done under divided government?Watch for a midterm elections preview in LPL’s Midyear Outlook 2026, scheduled for release on July 7.Tracking: #1126134
Markets are sending mixed signals — headline indexes tell one story, but beneath the surface, powerful factor shifts are driving the action. In this week’s Market Signals, Kristian Kerr sits down with Tom Shipp to unpack the momentum unwind, hidden rotations, and what it all means for investors right now. Don’t miss this deep dive into the hidden forces shaping today’s equity market. Tracking: #1120570
In this episode of LPL Market Signals, we sit down with PGIM to break down the state of the economy and corporate credit markets amid geopolitical uncertainty and shifting Fed expectations. We explore resilient earnings, improving credit quality, and the tension between tight spreads and attractive yields. The conversation also dives into duration positioning, heavy issuance in AI and tech, private credit risks, and what lies ahead for corporate bond investors in the second half of 2026.Tracking: #1116029
Katie Stockton, founder of Fairlead Strategies, joins the LPL Market Signals podcast this week to share her disciplined, technically driven approach to navigating today’s markets. In the conversation, Katie breaks down her framework for analyzing price trends, momentum, and market breadth, offering listeners a clear view into how she uses technical analysis to identify shifting conditions, emerging opportunities, and manage risk. She walks through how her process helps filter out noise and focus on actionable signals, particularly in an environment where crosscurrents are driving heightened uncertainty. Katie highlights key areas of relative strength across sectors, while also pointing to pockets of vulnerability that investors should be mindful of. The discussion also highlights some non-consensus opportunities, including in health care, where she explains how select industries within the sector are beginning to show improving technical profiles, despite broader skepticism.Tracking: #1114827
A sharp global bond selloff is unfolding, with long-end yields surging across the U.S., U.K., and Japan as markets reprice inflation risks, policy, and supply dynamics. In this episode, we break down the global forces driving the move, from central banks falling behind the curve to rising term premia and geopolitics. We also explore the implications for equities, credit, and portfolio positioning, and what levels could bring buyers back into the bond market.Tracking: #1111755
LPL’s Chief Economist Jeffrey Roach analyzes supply shocks as a result of the Iran conflict, potential Fed actions, and the roles artificial intelligence could soon be playing in the wider economy.Economic Navigator: https://www.lpl.com/content/dam/edam/research/publications/economic-navigator/economic-navigator-05-13-26.pdf Tracking: #1109373
In the latest LPL Market Signals podcast, Jeffrey Buchbinder, Chief Equity Strategist, and Thomas Shipp, Head of Equity Research, discuss the technology sector and the AI buildout. They tackle the following AI topics, including where we are in the capital cycle, how to think about capital intensity when valuing technology stocks, whether to favor the “picks and shovels” building AI or the adopters, and what the risks are associated with concentration of the AI ecosystem.Tracking: #1105269
On this week’s Market Signals, Kristian Kerr, Head of Macro Strategy, sits down with Andrew Deck, Head of Alternative Investments at LPL Financial, to unpack what’s really happening in private credit. Drawing on decades of institutional experience, Andrew explains why current concerns are mostly overblown, where real risks and opportunities lie, and why manager discipline matters more than headlines. The conversation also explores liquidity, dispersion, and how advisors should think about alternatives in portfolios going forward.Tracking: #1101416
In this edition of LPL Market Signals, Lawrence Gillum, Chief Fixed Income Strategist and Adam Turquist, Chief Technical Strategist dig into a busy week for Central Banks with the Federal Reserve (Fed), European Central Bank (ECB), Bank of England (BOE) and Bank of Japan (BOJ) all set to meet this week. Tracking: #1097807
Dr. Jeffrey Roach, Chief Economist, examines how energy price shocks shape inflation, growth, and Fed policy as well as why natural gas may soon rival oil in global energy use.https://www.eia.gov/outlooks/aeo/index.php Tracking: #1094474
This week’s Market Signals podcast examines the market’s return to record highs through both fundamental and technical lenses. The strategists explore why earnings growth expectations have remained resilient despite a challenging geopolitical environment and discuss the ongoing strength of the secular artificial intelligence theme and its significance to the broader equity growth narrative. These fundamental views are weighed against recent price action, with the strategists noting that most of the prior technical damage from last month has been repaired and that mega-cap stocks are beginning to reassert leadership. The discussion also covers positioning trends, highlighting a shift in institutional demand while retail investors have largely stayed on the sidelines during the recovery. The episode concludes with a deeper dive into the energy sector, including what the recent pullback in oil prices could signal for the longer-term cycle. Tracking: #1094470
With the help of a special guest, Dr. Jeffrey Roach, Chief Economist, and Lawrence Gillum, Chief Fixed Income Strategist, talked about what the impact the Iran Conflict is having on economic growth and inflation expectations with risks to the downside and upside, respectively. Additionally, why the equity markets were effectively looking through the Middle East conflict due to strong earnings expectations keeping market volatility in check. They then discussed the diverging path of central bank policy, particularly between the Federal Reserve (Fed) and the European Central Bank (ECB) and what that could mean for both equity and fixed income investors. Finally, despite the ongoing narrative on “sell America”, the three discussed the current performance of the U.S. Dollar and why continued calls for its demise as a reserve currency are overdone, in their view.Tracking: #1090741
In the latest episode of the Econ Market Minute, LPL's Chief Economist, Dr. Jeffrey J. Roach, gives you a few key factors to consider during periods of uncertainty in the market. Tracking: #1091025
This week on LPL Market Signals, Jeffrey Buchbinder, Chief Equity Strategist, and Kristian Kerr, Head of Macro Strategy, provide an updated assessment of U.S. and global macroeconomic environment with six charts and share some historical perspective on the stock market’s resilience in the face of such significant geopolitical stress. Tracking: #1088929
P 500 is expected to deliver a sixth consecutive quarter of double-digit earnings growth.Tracking: #1086484
Dr. Jeffrey Roach, LPL’s Chief Economist, gives insight into the oil market, highlights where construction spending is going, and why recession risks are lower than expected.Tracking: #1084779
This week on LPL Market Signals, Chief Equity Strategist Jeff Buchbinder and Chief Economist Jeffrey Roach recap the fourth straight down week for stocks amid war in Iran, provide some perspective on potential economic impacts of the oil price shock, and share four charts that can help nervous investors stay the course. Tracking #1082737
This week on LPL Market Signals, the strategists recap last week’s market response to the ongoing war in Iran, check the charts to assess technical damage, and discuss what they are watching to determine where stocks go from here.Tracking: #1079619
Dr. Jeffrey Roach, Chief Economist, examines the U.S. dollar’s safe‑haven strength amid geopolitical tensions, the economy’s reduced reliance on oil, and how AI-driven innovation is reshaping employment dynamics. Tracking: #1078065
This week on LPL Market Signals, Thomas Shipp, Head of Equity Research, and Kristian Kerr, Head of Macro Strategy, discuss market impacts of the ongoing war in Iran, including oil market volatility and global impacts of the shipping standstill in the Strait of Hormuz. Geopolitics dominated news flow, and markets saw traditional safe havens such as treasuries and gold sold alongside global equities. One safe haven that played its part was the U.S. Dollar, as investors sold global currencies against the greenback.Tracking: #1076201
This week on LPL Market Signals, Chief Equity Strategist Jeff Buchbinder and Chief Fixed Income Strategist Lawrence Gillum, discuss potential stock and bond market impacts of the airstrikes on Iran over the weekend.Tracking: #1072379
LPL’s Chief Economist, Dr. Jeffrey Roach highlights what lies ahead for businesses and the economy as Fed officials highlight potential financial risks, the potential for a rebound in growth, and tariff impacts on our trading partners.Tracking: #1069779
This week on LPL Market Signals, Chief Equity Strategist Jeff Buchbinder and Chief Technical Strategist Adam Turnquist explore the shifting AI narrative and check the charts to assess the setup for stocks amid ongoing AI disruption. Tracking: #1065902
LPL’s Chief Economist, Dr. Jeffrey Roach highlights the potential impact of a new Fed Chair, improvements with inflation expectations, and why the yen could weaken further. Tracking: #1063227
This week on LPL Market Signals, Jeffrey Buchbinder, Chief Equity Strategist, and Kristian Kerr, Head of Macro Strategy, discuss the market rotation that has kept the indexes afloat despite technology weakness and share five reasons why LPL Research is warming up to emerging markets stocks.Tracking: #1062558
This week on LPL Market Signals, Jeffrey Buchbinder, Chief Equity Strategist and Lawrence Gillum, Chief Fixed Income Strategist, recap last week’s gain for stocks amid precious metals mania, discuss what Fed Chair nominee Kevin Warsh could mean for markets, and explain the difficult balance the Treasury must strike to limit debt service costs for the Treasury. Tracking: #1058720
LPL’s Chief Economist, Dr. Jeffrey Roach discusses the transitioning job market, the indispensable role of productivity, and what is happening with government interest payments.Tracking: #1055931
This week on LPL Market Signals, Jeffrey Buchbinder, LPL Research’s Chief Equity Strategist, and Dr. Jeffrey Roach, LPL Research’s Chief Economist, discuss the big comeback by the stock market this week, highlight the benefits and beneficiaries of the AI-driven productivity boom, and preview the Federal Reserve’s upcoming policy meeting.Tracking: #853512
This week on LPL Market Signals, Chief Equity Strategist Jeff Buchbinder and Chief Technical Strategist Adam Turnquist discuss the rotations within the stock market as breadth has improved beyond mega-cap technology and share their outlook for precious metals, which continue to enjoy fundamental and technical support.Tracking: #851250
Dr. Jeffrey Roach, LPL Research’s Chief Economist, discusses the job market, current productivity levels, and a decline in import prices. Tracking: #850076
This week on LPL Market Signals, LPL Research’s Chief Equity Strategist Jeffrey Buchbinder and Chief Fixed Income Strategist Lawrence Gillum recap a tepid finish to 2025 that put the Santa Claus Rally in doubt, share some of LPL Research’s best and worst forecasts for 2025, and discuss two of the hottest topics in fixed income: financing AI investment and emerging market debt.Tracking: #843890
This week on LPL Market Signals, LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder, and Chief Technical Strategist, Adam Turnquist, recap last week’s stock market bounce back as market participants debated the AI theme and discuss how market rotations provide a good setup for risk appetite returning to markets and offer a positive sign for the durability of the ongoing bull market. Tracking: #840669
Dr. Jeffrey Roach, LPL Financial’s Chief Economist, explains what private sector data sources should be if Congress fails to pass another continuing resolution come January 30. Other topics include the driver of the recent spike in unemployment.Tracking: #838757
This week on LPL Market Signals, LPL’s Chief Equity Strategist Jeff Buchbinder and Chief Economist Jeffrey Roach recap last week’s market tug-of-war between the AI theme and the Federal Reserve, share LPL Research’s economic outlook for 2026, and highlight economic data to watch this week as the economic calendar has some catching up to do.Tracking #837730
This week on LPL Market Signals, LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder, Chief Technical Strategist, Adam Turnquist, and Chief Fixed Income Strategist, Lawrence Gillum share highlights from Outlook 2026: The Policy Engine. The strategists cover the firm’s expectations for stocks, bonds, the U.S. dollar, and key commodities in 2026.Tracking: #834380
LPL Financial Chief Economist Jeffrey Roach shares insights on small business challenges, labor market trends, and economic tailwinds shaping 2026. Tracking: #833546
P 500 to end November in positive territory (barely), highlight some charts that help assess the likelihood that the latest rally continues, and share some under-the-radar keys for markets in 2026 ahead of the release of the LPL Outlook 2026 publication on December 9.Tracking: #831804
This week on LPL Market Signals, LPL’s Chief Equity Strategist Jeff Buchbinder and Chief Fixed Income Strategist Lawernce Gillum recap a whirlwind week of fluctuating rate cut expectations, AI skepticism, and epic reversals, dissect Federal Reserve rate cut outlook, and highlight key takeaways from third quarter earnings season. Tracking: #829867
Dr. Jeffrey Roach, Chief Economist for LPL Financial dissects some key metrics on AI usage and what it means for productivity and inflation. Tracking: #827886
This week on LPL Market Signals, LPL Research’s Jeffrey Buchbinder, Chief Equity Strategist, and Dr. Jeffrey Roach, Chief Economist describe last week’s marginal gain in the S&P 500 as a surprise, discuss keys for markets in 2026, and preview a busy week ahead including earnings from NVIDIA (NVDA) and several key retailers, minutes from the October Fed meeting, and the September jobs report, albeit about five weeks late. Tracking: #826700
This week on LPL Market Signals, Chief Equity Strategist Jeffrey Buchbinder and Head of Macro Strategy Kristian Kerr put last week’s tech-led market decline into perspective by viewing it through several different lenses, including seasonality, sentiment, and breadth. Tracking: #823275
In the latest LPL Market Signals podcast, Jeffrey Buchbinder, LPL Research’s Chief Equity Strategist, and Adam Turnquist, LPL Research’s Chief Technical Strategist, recap last week’s tech-led gains for the stock market, cover major market-moving events, including big tech earnings, the Fed meeting, and Trump’s meeting with China’s President Xi, check the charts to look for cracks in the bull market rally, and preview the week ahead. Tracking: #820463
News stories were mixed last week so watch LPL’s Chief Economist, Dr. Jeffrey Roach break it down with reasons why China reneged, the dollar strengthened, and some consumer rates fell. Tracking: #820123
In the latest LPL Market Signals podcast, Chief Equity Strategist Jeffrey Buchbinder and Chief Fixed Income Strategist Lawrence Gillum celebrate new highs for more than just the S&P 500, explain why Treasury yields have been falling, share five things that might spook markets, and preview a very busy week including the Fed meeting. Tracking: #816938
While some non-essential government workers are out-of-office, LPL’s Chief Economist Dr. Jeffrey Roach highlights important recent events including the IMF annual meeting. https://www.youtube.com/watch?v=GQmVmNoz6nU Tracking #816042
In the latest LPL Market Signals podcast LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder, and Chief Economist, Dr. Jeffrey Roach, discuss the stock market’s resilience despite the latest credit scare, share how private sector data shapes their economic outlook during the shutdown, and make the case that the credit markets remain healthy but richly valued. Tracking: #813798
In the latest LPL Market Signals podcast, Chief Equity Strategist Jeffrey Buchbinder and Head of Macro Strategy Kristian Kerr, discuss Friday’s sharp sell-off on Trump’s China tariff threat, explain why this now three-year-old bull market may still have legs, and preview a week ahead full of earnings reports, and lacking economic data. Tracking: #810526
LPL strategists recap a positive week for stocks and bonds, make the case that markets are underpricing risk for corporate bonds, preview third quarter earnings season, and preview the week ahead with more Fed-speak than economic data.Tracking: #807211
In the latest LPL Market Signals podcast, LPL Research’s Chief Equity Strategist Jeffrey Buchbinder and Head of Equity Research, Thomas Shipp hold a Ryder Cup style competition between U.S. equities and their worthy international competitors. International leads on valuation, but there is plenty of talent on the U.S. side. Tracking: #803160
LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder, and Chief Technical Strategist, Adam Turnquist, recap Fed-fueled gains in stocks last week, assess the market’s technical setup and the likelihood the record rally continues, and preview the week ahead. Tracking: #800223
In the latest Market Signals podcast, LPL Research’s Chief Equity Strategist Jeffrey Buchbinder and Head of Macro Strategy Kristian Kerr recap another strong week for the stock market, discuss the implications of rising global bond yields, and preview this week’s much-anticipated Federal Reserve meeting. Tracking: #797148
In the latest Market Signals podcast, LPL Research’s Chief Equity Strategist Jeffrey Buchbinder and Chief Fixed Income Strategist Lawrence Gillum share their updated thoughts on the bond market following Friday’s soft jobs report, make a case that the current bull market still has legs, and preview the week ahead that includes key inflation data. Tracking: #793939
In the latest Market Signals podcast, Jeffrey Buchbinder, LPL Research’s Chief Equity Strategist, and Dr. Jeffrey Roach, Chief Economist, recap an up and down week for stocks, put September’s historical weakness in perspective, provide an update on tariffs after Friday’s important court decision, and preview the week ahead. Tracking: #790765
In the latest Market Signals podcast, LPL Research’s Chief Equity Strategist Jeffrey Buchbinder and Chief Technical Strategist Adam Turnquist discuss how the Federal Reserve saved the week for stocks, use charts to illustrate a broadening market rally, share takeaways from the Fed’s Jackson Hole meeting, and preview the week ahead. Tracking #787687
Jeffrey Buchbinder, LPL Research’s Chief Equity Strategist, and Kristian Kerr, Head of Macro Strategy, recap another positive week for stocks, share their market outlook, recap an excellent earnings season, and preview the upcoming Federal Reserve meeting.Tracking: #784573
In the latest Market Signals podcast, LPL Research’s Chief Equity Strategist Jeffrey Buchbinder and Chief Fixed Income Strategist Lawrence Gillum recap a strong week for stocks, discuss what’s next for the Federal Reserve (Fed), and explain why stocks have been so resilient in the face of policy headwinds.Tracking #781176
In the latest Market Signals podcast, LPL Research’s Chief Equity Strategist Jeffrey Buchbinder and Chief Technical Strategist Adam Turnquist recap a down week for the S&P 500, share some takeaways from one of the busiest weeks for markets in recent memory, and highlight some interesting trends in technical analysis.Tracking: #778534
In the latest Market Signals podcast, LPL Research strategists recap a golden week for the S&P 500, share LPL Research’s latest thoughts on the economy, and preview one of the busiest weeks in recent memory.Stocks rose last week, sending the S&P 500 Index to more new highs. A trade agreement with Japan and solid earnings results were among the positive catalysts that kept the impressive rally going.The strategists explain that the economy’s second quarter rebound follows a first quarter suppressed by a surge in imports from businesses front-running tariff threats. The subsequent rebound in growth might create a perception of a strong recovery—likely a head fake. The whiplash in trade policy adversely impacts official economic data and makes it difficult for investors to discern whether the economy is genuinely rebounding or merely experiencing short-term fluctuations.Next, the strategists preview a very busy week ahead. The highlight of the week will likely be the Fed’s press conference on Wednesday afternoon. The Federal Open Market Committee is expected to keep rates unchanged as the Committee remains in wait-and-see mode. However, we might see some dissents in the statement, plus updates on potential tariff impacts from the Chair during the press conference.This week also brings trade negotiations with China, a federal court ruling on the legal basis for many of the Trump administration’s tariffs, a huge week of earnings with over 160 S&P 500 companies reporting, and several top-tier economic data points including second quarter GDP, July payrolls, the Fed’s preferred inflation measure, and monthly consumer spending.Tracking: #775339
In the latest Market Signals podcast, LPL Research’s Chief Equity Strategist Jeffrey Buchbinder and Chief Fixed Income Strategist Lawrence Gillum recap another positive week for stocks on supportive economic data and earnings news, weigh in on the debate about Fed Chair Jerome Powell’s tenure, and react to the start of earnings season.Tracking: #772080
In the latest Market Signals podcast, LPL Research strategists share the team’s outlook for the second half for alternative investments, commodities, and currencies, as discussed in LPL’s Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations.Tracking #768506
In the latest Market Signals podcast, Jeffrey Buchbinder, LPL Research’s Chief Equity Strategist, Dr. Jeffrey Roach, Chief Economist, and Lawrence Gillum, Chief Fixed Income Strategist, share the team’s outlook for the second half for the U.S. economy, equities, and fixed income as discussed in LPL’s Midyear Outlook 2025: Pragmatic Optimism–Measured Expectations. Next week’s podcast will run through the rest of the report.Tracking: #764673
In the latest Market Signals podcast, Jeffrey Buchbinder, LPL Research’s Chief Equity Strategist, and Dr. Jeffrey Roach, LPL Research’s Chief Economist, discuss what record highs may mean for stocks going forward, explain how investors might reconcile the stock market’s strength against a mixed economic backdrop, make the case for a strategic allocation to international equities, and preview Thursday’s jobs report.Tracking: #761970
In the latest Market Signals podcast, LPL Research’s Chief Equity Strategist Jeffrey Buchbinder and Chief Fixed Income Strategist Lawrence Gillum highlight continued resilience from stocks and bonds in the face of escalation in the Middle East, recap last week’s Fed meeting, and highlight the divergence in the two major Chinese equity markets.Tracking: #758349
In the latest Market Signals podcast, LPL Research strategists highlight how resilient stocks have been in the face of a major escalation in the Middle East and walk through seven global charts to provide perspective on oil, commodities, currencies, central banks, and investor positioning.Tracking Number: 755354
LPL Research discusses the return of Goldilocks, the technical setup for the S&P 500, and how share buybacks offer under-the-radar support for the stock market.Tracking: # 751723
In the latest Market Signals podcast, Jeffrey Buchbinder, Chief Equity Strategist, and Lawrence Gillum, Chief Fixed Income Strategist, discuss the drivers of last week’s stock market rally, intensifying headwinds in fixed income, and how Trump can still use tariffs despite last week’s international trade court’s ruling.Tracking: #748252
In the latest Market Signals podcast, LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder, and LPL Research’s Chief Technical Strategist, Adam Turnquist, discuss recent market performance, the technical setup for the S&P 500, and upcoming earnings.Tracking: #745392
In the latest Market Signals podcast, LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder, and LPL Research’s Chief Economist, Jeffrey Roach, discuss the news over the weekend that credit rating agency Moody’s downgraded the U.S. credit rating. They also share some thoughts on the durability of U.S. exceptionalism.Tracking: #742191
In the latest Market Signals podcast, LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder, and LPL Research’s Chief Technical Strategist, Adam Turnquist, discuss prospects for the stock market’s V-shaped recovery to hold after China tariff relief and evaluate whether market action has confirmed the latest breakout from a technical perspective.Tracking: # 738756
In the latest Market Signals podcast, LPL Research strategists discuss another strong week for stocks, provide a global perspective on the market’s key drivers and potential pitfalls, make the case for municipal bonds, and preview the week ahead including the upcoming Fed meeting.Tracking: #735124
In the latest Market Signals podcast, LPL’s Chief Equity Strategist Jeffrey Buchbinder and Chief Fixed Income Strategist Lawrence Gillum recap key drivers of last week’s strong stock market rebound and discuss where they stand on stocks and bonds following the latest developments in trade negotiations, Federal Reserve rate cut expectations, and the outlook for Treasuries. Tracking: #731360
In the latest Market Signals podcast, LPL’s Chief Equity Strategist Jeffrey Buchbinder and Chief Economist Jeffrey Roach discuss several flashpoints for the economy and markets, including trade negotiations, Federal Reserve (Fed) independence, and the U.S. dollar weakness.Tracking: # 728159
In the latest Market Signals podcast, LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder, and Chief Technical Strategist, Adam Turnquist, talk about last week’s rally on the pause in tariffs, share some charts suggesting that the market’s bottom may have been set, and discuss why fair value on the S&P 500 may not be far from current index levels given trade uncertainty. Tracking: #720936
In the latest Market Signals podcast, a panel of LPL Research strategists talk about tariff announcements, recent market performance, bond market moves, and both technical and sentiment analysis. Tracking: #720936
In the latest Market Signals podcast, Jeffrey Buchbinder, Chief Equity Strategist, and Adam Turnquist, Chief Technical Strategist, recap a down week for stocks as tariff uncertainty ratcheted higher, assess the buy-the-dip opportunity based on market technicals, and provide some perspective on this week’s much-anticipated “Liberation Day” announcements from the Trump Administration.Tracking: #716798
In the latest Market Signals podcast, Jeffrey Buchbinder, Chief Equity Strategist, and Dr. Jeffrey Roach, Chief Economist, recap a positive week for stocks in which the S&P 500 broke a four-week losing streak, helped by a reassuring message from the Federal Reserve (Fed) which walked a tightrope. They also discuss some potential policy tailwinds to the economy.Tracking: #710942
In the latest Market Signals podcast, LPL Research’s Chief Equity Strategist Jeffrey Buchbinder is joined by Head of Macro Strategy Kristian Kerr to discuss the stock market correction, highlight some indicators they are watching to signal a potential low, make a case for staying invested over the long term, and preview the week ahead including the Federal Reserve (Fed) meeting.Tracking: #710942
LPL Research discusses the worst week for stocks since September, the latest bond market moves, and differences between strategic and tactical investing.Tracking: # 707123
In the latest Market Signals podcast, LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder is joined by Chief Technical Strategist Adam Turnquist to recap a down week for stocks that could’ve been worse, discuss recent technical damage to the S&P 500 and explain why they would wait to buy the dip, recap fourth quarter earnings, and preview a busy week ahead.Tracking: #703657
In the latest Market Signals podcast, LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder is joined by Head of Macro Strategy, Kristian Kerr, to recap a week with record highs and a growth scare, identify several interesting market undercurrents keeping stocks rangebound, and discuss the U.S. government debt problem.Tracking #700496
In the latest Market Signals podcast, LPL Research Chief Technical Strategist Adam Turnquist is joined by Chief Fixed Income Strategist Lawrence Gillum to discuss the market’s reaction to the latest round of tariff and inflation news, how metals have responded, and if the bond market will mirror President Trump’s first term in office.Tracking #697916
In the latest Market Signals podcast, LPL Research Chief Equity Strategist Jeffrey Buchbinder is joined by Chief Economist Dr. Jeffrey Roach to offer a balanced take on the stock market outlook for 2025 by highlighting five arguments for the bulls and five for the bears. Tracking: #694770
In the latest Market Signals podcast, LPL Chief Equity Strategist Jeffrey Buchbinder and LPL Head of Macro Strategy Kristian Kerr highlight 10 takeaways on the tariffs implemented by the Trump Administration over the weekend, defend American Exceptionalism, and preview the week ahead. Tracking: #691349
In the latest LPL Market Signals podcast, LPL Research’s Jeffrey Buchbinder, Chief Equity Strategist is joined by Chief Fixed Income Strategist Lawrence Gillum to provide some perspective on the DeepSeek-driven market selloff, share some reassuring messages from the bond market, and preview a very busy week of economic data, central bank announcements and earnings reports. Tracking #687913
LPL Research provides insights on last week’s market rally, identifies historical stock market parallels to 2024, and previews Q4 earnings season. Tracking #: 685236
In the latest Market Signals podcast, LPL Research’s Jeffrey Buchbinder, Chief Equity Strategist, and Dr. Jeffrey Roach, Chief Economist, discuss the latest move higher in interest rates, dissect Friday’s jobs report, explain why the bull market deserves the benefit of the doubt after last week’s selloff, and preview this week’s economic calendar. Tracking #: 681641
In the latest Market Signals podcast, Jeffrey Buchbinder, Chief Equity Strategist, and Lawrence Gillum, Chief Fixed Income Strategist, discuss the lack of a Santa Claus rally, review LPL Research’s winning and losing recommendations from 2024, and preview this week’s jobs report. Tracking: #678156
In the latest LPL Market Signals podcast, LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder, is joined by Chief Technical Strategist Adam Turnquist, as they discuss whether Santa Claus visited markets, review several charts to help assess when this latest pullback might find support, and highlight four keys to a strong stock market in 2025. Stocks moved lower Friday, putting the Santa Claus rally in jeopardy. The strategists discuss what a weak finish to the year could mean for January and 2025. Next, the strategists review some charts to help assess the latest technical damage and opine on how much further the latest sell-off may have to go. The strategists closed with a quick preview of the week ahead and the sparse economic calendar. Tracking: #675956
In the latest LPL Market Signals podcast, LPL strategists highlight seven charts that capture the market environment in 2024. They also weigh in on last week’s market decline amid the Federal Reserve’s hawkishness and discuss whether Santa Claus will visit the equity markets this week. Stocks moved lower last week as the markets were caught off guard by the hawkishness from the Federal Reserve. Technology held up relatively well while energy and small cap stocks bore the brunt of the selling pressure. The strategists highlight several key charts of 2024, including how mega caps have dominated performance once again this year, and discuss why small caps have struggled to keep up. They further note why this year’s best-performing sector could continue to outperform in 2025 and how gold has managed to outperform stocks, despite a risk-on and higher rate backdrop. The strategists closed with a quick preview of this week’s holiday-shortened economic calendar and a reminder that the seven-day Santa Claus rally period begins on Christmas Eve. Tracking #: #674774
In the latest LPL Market Signals podcast, LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder, is joined by Chief Fixed Income Strategist Lawrence Gillum, as they discuss the rare streak of negative market breadth readings, share their bond market outlook for 2025, and preview the week ahead featuring the last Federal Reserve meeting of 2024. Stocks pulled back modestly last week, but the biggest story was the 10-day streak of negative breadth readings. Gains in big tech stocks have helped support the S&P 500 Index in recent weeks, but the strategists point out that the lack of broad participation points to a tired rally. Next, the strategists discussed what fixed income investors could experience in 2025. While the Fed’s rate-cutting cycle will influence longer-term rates, a still flat U.S. Treasury yield curve and elevated levels of Treasury supply expected next year could keep rates around current levels. However, income-oriented investors have a plethora of opportunities to build portfolios that can generate income levels in excess of 5%. The strategists close with a quick preview of this week’s Fed meeting where the comments from Jerome Powell and the Committee may matter more to markets than the fully expected rate cut or updated economic forecasts. Tracking: #671737
In the latest LPL Market Signals podcast, LPL strategists share their economic and stock market outlook for 2025, taken from the newly released Outlook 2025: Pragmatic Optimism available on LPL.com's research page. They also recap last week’s tech-led market advance and preview the week ahead. The strategists highlight several key economic themes for 2025: •Slowing growth, not recession •Capital investment could provide support •Labor market slowly downshifts •Inflation remains historically elevated •Fed will cut rates at a slower pace The strategists then highlight these stock market themes for 2025: •Modest mid-to-high-single digit returns on strong earnings growth •Upside could come from lower interest rates, productivity gains or market-friendly policy changes •Risks include a potential pronounced economic slowdown, reaccelerating inflation, rate volatility, or geopolitical threats. •Given stretched investor sentiment and rich valuations, we favor buying dips. The strategists close with a brief preview of the week ahead, highlighted by inflation data and European Central bank rate decision. Tracking: #668622
In the latest LPL Market Signals podcast, LPL strategists recap a strong November for stocks, discuss some ways geopolitics are affecting currency and commodity markets, and preview Friday’s jobs report. Stocks enjoyed strong November returns, led by small caps. Small caps are benefiting from prospects of lower taxes and America First trade policy but are also interest rate sensitive and Fed rate cuts have been delayed. Next, the strategists discuss how the U.S. dollar may react to global central bank policy and president-elect Trump’s trade policy. The strategists then discuss how some of the geopolitical threats in the Mideast and Ukraine are affecting oil. The strategists close with thoughts on the Federal Reserve’s rate cutting timetable and a preview of Friday’s jobs report. Job growth is expected to rebound after weather and strikes depressed job gains in October. Tracking # 665454
In the latest LPL Market Signals podcast, LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder, is joined by Chief Technical Strategist Adam Turnquist, as they recap last week’s strong bounce back for stocks, highlight the improving market breadth, and provide some perspective on market concentration. Stocks rose solidly last week, rising all five days. It wasn’t about the mega-caps this week as a broadening out lifted large cap equity benchmarks. The strategists reviewed several charts and discussed how broad participation underpinned the latest breakout to new highs on the S&P 500. They highlight how this rotation has also been evident in small caps but note the current technical evidence does not yet support a shift toward sustainable outperformance of small caps over large caps. Given the uptick in interest rate volatility, they also discuss the technical setup for 10-year Treasury yields, including key support and resistance levels. Next, the strategists provide historical perspective on the high degree of concentration in the stock market today. The shift toward passive investments has been a big reason why. Concentration by itself isn’t a reason for a market correction, but it could amplify an eventual selloff. The strategists wrap up with a preview of the week ahead. Minutes from the November Fed meeting, the Fed’s preferred inflation metric, and a big batch of Treasury auctions will keep markets focused on interest rates. Tracking: #663336
In the latest LPL Market Signals podcast, LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder, is joined by Chief Fixed Income Strategist, Lawrence Gillum, as they recap last week’s stock market decline, share some perspective on the latest bond market selloff, and highlight some things that may be different with Trump’s trade policy this time around. Stocks fell last week, led down by healthcare and small caps. Markets were held back by rising rates after Federal Reserve Chair Powell indicated the Fed was in no hurry to raise rates, while the prospects for RFK Jr. as President-elect Trump’s Healthcare Secretary rattled vaccine makers. Since the September 16 low, the 10-year Treasury yield is higher by over 0.80%. The bulk of the move higher is due to better economic data that has pushed out the need for aggressive rate cuts from the Fed. The strategists believe markets are better aligned with likely Fed cuts so, the bulk of the move higher in bond yields could be behind us. The strategists then put Trump’s tariffs into perspective by looking back at how much of the so-called “tax” was paid by consumers and how much was absorbed by producers and international manufacturers. Tracking: #659651
In the latest LPL Market Signals podcast, LPL strategists recap last week’s post-election surge in stocks, answer some important economic questions investors are asking after Trump’s election victory, and discuss some market implications of last week’s election.Stocks surged last week, led by small caps, as markets reacted to Trump 2.0 by pricing in lower taxes and less regulation.Next the strategists played “ask the economist”, with questions about the Federal Reserve, potential economic policy differences between Trump 1.0 and 2.0, and tariffs. The strategists then discussed some market implications from the election, including bullish seasonality, small cap enthusiasm, and the upward bias in rates.Tracking: #656769
In the latest LPL Market Signals podcast, LPL Research’s Chief Equity Strategist Jeffrey Buchbinder is joined by Chief Global Strategist Quincy Krosby to discuss how the election might impact the stock market, highlight several politically sensitive areas to watch as the votes come in, and preview this week’s Federal Reserve meeting.Tracking #653579
In the latest LPL Market Signals podcast, LPL strategists explain the Nasdaq’s seven-week win streak, and what scares them about the markets and economy.Tracking: #650484
In the latest LPL Market Signals podcast, LPL Chief Equity Strategist Jeffrey Buchbinder and Chief Fixed Income Strategist Lawrence Gillum explain why yields and stocks continued higher last week and preview third quarter earnings season.The S&P 500 rose for the sixth straight week last week on solid economic data including better-than-expected gains in retail sales. Small caps and interest rate sensitive sectors outperformed, while precious metals delivered solid gains amid heightened geopolitical risks.Next the strategists preview third quarter earnings season, where the so-called Magnificent Seven will again be a key driver of overall earnings gains. While expectations for earnings growth in the quarter are modest due to tougher comparisons with 2023 and declines in energy sector profits, earnings are poised to accelerate in coming quarters. Still, they expect 2025 estimates to come down some.The strategists then discuss why Treasury yields are higher despite the Fed cutting rates last month. Since the Fed cut rates in September by 0.50%, the 10-year Treasury yield is higher by nearly 0.50% because recent economic data has come in better than expected, reducing the need for the Fed to cut rates aggressively.The strategists wrap up with a preview of the week ahead, including a look at Main Street economies across the U.S. in the Fed’s Beige Book and earnings reports from more than 110 S&P 500 companies.Tracking: #647292
In the latest LPL Market Signals podcast, LPL Chief Equity Strategy Jeffrey Buchbinder and LPL Chief Global Strategist Quincy Krosby recap another positive week for stocks with more new highs, celebrate the bull market’s second birthday, and share early reactions to earnings season. The strategists begin by recapping last week’s gains for the S&P 500 — the fifth straight positive week and 45th record high of 2024. Enthusiasm in artificial intelligence got us there, with technology leading the way.The strategists then put this bull market in historical perspective now that it has celebrated its second birthday. If the economy continues to hold up, the odds that this bull makes it to three are good. Last, the strategists react to the strong bank earnings last week before closing with a quick preview of the week ahead.Tracking: #644404
LPL strategists review another up week for stocks, a record S&P 500 high, September’s jobs report, and key charts for the week ahead.Tracking: # 641401
In the latest Market Signals podcast, LPL Financial’s Chief Equity Strategist, Jeffrey Buchbinder, and Chief Economist, Dr. Jeffrey J. Roach, recap another positive week for stocks including more S&P 500 record highs, discuss whether the impact of China’s stimulus moves might be lasting, explain why consumers are in good shape, and preview this week’s jobs report. The S&P 500 has set 42 record highs now after the stock market’s latest rally continued. The strategists highlighted strength in China-sensitive risk assets, including the materials sector and industrial metals, and outperformance of cyclical over defensive sectors. The strategists then discuss the flurry of stimulus announcements in China and the prospects for lasting impact on the growth outlook for the Chinese economy and its markets. After, the strategists walk through several data points to make the case that consumers remain in good shape and have a larger savings buffer than previously believed. Next, the strategists discuss some drivers of rising gold prices and assess prospects for the precious metal going forward. Lastly, the strategists preview the week ahead which includes the important and always much-anticipated monthly jobs report. Job gains below 100 thousand or above 200 thousand would likely be market moving. There are upside risks to the unemployment rate per reports from the Conference Board. LPL Research expects a quarter-point rate cut at each of the next two Fed meetings in November and December. Tracking: #637988
In the latest LPL Market Signals podcast, LPL Financial’s Chief Equity Strategist Jeffrey Buchbinder and Chief Fixed Income Strategist Lawrence Gillum recap the best week of the year for the S&P 500, share some reasons to like municipal bonds, and preview this week’s Federal Reserve meeting.Stocks surged last week thanks in large part to Wednesday’s turnaround sparked by artificial intelligence darling NVIDIA (NVDA) and increasing optimism surrounding Fed rate cuts.Next, the strategists discussed how the election outcome could impact municipal bonds. With the Tax Cuts and Jobs Act set to expire in 2025, unless there is legislative action, tax rates could be headed higher, which means municipal bonds may appear more attractive compared with taxable alternatives.Last, the strategists discussed the week ahead when all eyes will of course be on the Federal Reserve and the near-certain first interest rate cut in four years. According to news reports, the Fed is split between a 0.25% cut and 0.50% cut on Wednesday, but the path of rate cuts into 2025 may be more important.Tracking: 630717
In the latest LPL Market Signals podcast, LPL Financial’s Chief Equity Strategist Jeffrey Buchbinder and Chief Technical Strategist Adam Turnquist, recap last week’s stock slide, discuss what last Friday’s jobs report means for the Federal Reserve and the economy going forward, and check in on the charts to assess potential additional downside. Tracking#627035
In the latest LPL Market Signals podcast, LPL Financials’ Chief Equity Strategist, Jeff Buchbinder, and Chief Fixed Income Strategist, Lawrence Gillum discuss the S&P 500 Index’s value-led rally to near record highs, some implications of the U.S. debt problem, and September seasonality. Tracking #622972
In the latest LPL Market Signals podcast, LPL strategists discuss the S&P 500 Index’s rebound back to near record highs and highlight several key takeaways from the Federal Reserve’s meeting last week in Jackson Hole, WY.Stocks enjoyed a solid week last week as markets celebrated the Federal Reserve’s clear message that the time had come to begin cutting interest rates. The Fed will remain data dependent, but 3 rate cuts seems likely by year end. Small caps enjoyed especially strong gains, benefiting from interest rate sensitivity.With regard to small caps, the strategists suggest that the excitement around the asset class may be overdone given the mixed historical performance relative to large caps around the start of Fed rate cutting cycles.Next, the strategists discuss what Fed policy means for the U.S. dollar and potential market implications of dollar weakness and highlight some encouraging messages from retailers during earnings season.Last, the strategists preview the week’s busy economic calendar that includes the important core PCE deflator, the Fed’s preferred inflation measure.Tracking # 620235
In the latest LPL Market Signals podcast, LPL Financials’ Chief Technical Strategist Adam Turnquist and Chief Economist Jeffrey Roach discuss the key catalysts behind last week’s rally, how the S&P 500 has weathered second-quarter earnings, highlight several key charts to watch this week, and preview an important week ahead on the economic calendar. Tracking #617516
In the latest LPL Market Signals podcast, Chief Equity Strategist, Jeffrey Buchbinder and Chief Fixed Income Strategist Lawrence Gillum share their thoughts on the global market selloff, identify several factors they are watching to monitor the market’s progress toward putting in a durable low, and share some important messages from the bond market. Tracking #611587
In the latest LPL Market Signals podcast, LPL’s Chief Equity Strategist Jeffrey Buchbinder, and Chief Global Strategist Dr. Quincy Krosby, discuss the rally in small caps, preview this week’s central bank meetings, and provide some key takeaways from earnings season. Tracking #608642
In the latest LPL Market Signals podcast, Chief Equity Strategist, Jeffrey Buchbinder, and Chief Economist, Dr. Jeffrey Roach, discuss the significant rotation from technology to small caps recently, assess the potential effects of a Trump-Harris matchup on the “Trump trade”, analyze the election through an economic lens, and preview some important economic data due out this week.Tracking #605658
In the latest LPL Market Signals podcast, Chief Equity Strategist, Jeffrey Buchbinder, and Chief Technical Strategist, Adam Turnquist, discuss some potential market implications of the attempted assassination of former President Trump that has given him a boost in the polls. The strategists also share thoughts on the big market rotation last week and preview the week ahead. Tracking # 603114
LPL strategists share key insights from LPL Research’s Midyear Outlook, while squeezing in a recap of another good week for stocks and a preview the week ahead. Tracking: 600093
LPL strategists share technical insights on the stock market, semiconductors, and Treasury yields, and preview second-quarter earnings season. Tracking: 598004
In the latest LPL Market Signals podcast, LPL strategists Jeffrey Buchbinder and Quincy Krosby discuss recent evidence of a developing market rotation, the latest on European elections and possible yen intervention, and the artificial intelligence (AI) productivity boom. Tracking: #595018
In the latest LPL Market Signals podcast, LPL’s Chief Equity Strategist Jeffrey Buchbinder and Chief Economist, Jeffrey Roach, discuss the latest technology-led run to more record highs for stocks, recap key takeaways from last week’s CPI release and Fed meeting, and sing the praises of fixed income. Tracking: #592592
In the latest LPL Market Signals podcast, LPL strategists discuss recent trends in the job market, a case for investing in India, and an upcoming Fed meeting. Tracking: # 589807
In the latest LPL Market Signals podcast, LPL Research’s Jeffrey Buchbinder, Chief Equity Strategist and Adam Turnquist Chief Technical Strategist, recap a choppy, news-heavy week for stocks, discuss several changes to LPL Research’s sector views, highlight some key charts, and provide some summertime seasonality statistics. Tracking #586930
In the latest LPL Market Signals podcast, LPL strategists recap a strong week for the Nasdaq Composite thanks to chip giant NVIDIA (NVDA), discuss the outlook for global investing amid a challenging geopolitical crosscurrents, and recap a strong first quarter earnings season.Tracking #584125
In the latest LPL Market Signals podcast, LPL strategists celebrate the stock market’s fourth straight winning week and fresh record highs, dissect the latest inflation data, and offer some early thoughts on the outlook for the U.S. economy in the second half. Tracking #581052
In the latest LPL Market Signals podcast, LPL strategists recap another solid week for stocks that put the S&P 500 within striking distance of a fresh record high and explain how preferred securities remain attractive despite commercial real estate risks facing banks. Tracking #577949
In the latest LPL Market Signals podcast, LPL strategists explain how Friday’s jobs report secured another positive week for stocks, discuss whether investors should follow the investing maxim “Sell in May” this year, and identify some key levels to watch and trading opportunities in a “Chart Check” segment. Tracking #575263
In the latest LPL Market Signals podcast, LPL strategists explain why the S&P 500 enjoyed its best week since November, explain why last week’s data was better than it looked, try to make sense of the yen, and preview another busy economic calendar this week that includes jobs and the Fed meeting. Tracking #572201
In the latest LPL Market Signals podcast, LPL strategists recap the third straight down week for the S&P 500, walk through some charts to help provide context for the selloff, offer some early earnings season takeaways, and preview the week’s economic calendar. Tracking #569176
In the latest LPL Market Signals podcast, LPL strategists discuss the recent downdraft in equity prices, call out the geopolitical risk factors investors may have not properly built into their tactical thinking for 2024, and a weakening economic situation in the second quarter. Tracking: #566439
In the latest LPL Market Signals podcast, LPL strategists recap a jittery week for markets as rates rose and geopolitical concerns weighed, discuss what reduced rate cut expectations could mean for the bond market, and preview the upcoming earnings season. Tracking #563236
In the latest LPL Market Signals podcast, LPL strategists recap last week's market activity underpinned by rotation, share what the initial public offering (IPO) market is signaling about risk, and preview this week's economic calendar headlined by Friday's jobs report. Tracking #560401
In the latest LPL Market Signals podcast, LPL strategists recap the best week for the S&P 500 of 2024, run through 16 important charts on the capital markets and the economy in honor of the NCAA’s Sweet 16, and preview this week’s economic calendar. Tracking #558040
In the latest LPL Market Signals podcast, LPL strategists recap a week of rotation but little overall movement for the broad large cap stock indexes and preview this week’s central bank meetings for the Federal Reserve and Bank of Japan. Tracking #555088
In the latest LPL Market Signals podcast, LPL strategists discuss whether last week’s selloff in the big technology stocks might be a sign of more to come, highlight an interesting development in the high-yield bond market, and share some thoughts on gold’s breakout to record highs. Tracking #552037
In the latest LPL Market Signals podcast, LPL strategists recap another positive week for stocks that included a new high for the NASDAQ, translate the latest Fed-speak, and recap a solid fourth-quarter earnings season. Tracking #549188
In the latest LPL Market Signals podcast, LPL strategists recap another positive week for stocks that included more new highs, highlight five interesting charts, and explain why stock buybacks matter for markets. Tracking #545947
In the latest Market Signals podcast LPL Financial’s Head of Macro Strategy, Kristian Kerr and Chief Investment Officer, Marc Zabicki, discuss the market’s recalibration of Federal Reserve expectations, some of the key catalysts to the lift in Japan’s equity markets, and a few contrarian signs that the tech-driven rise in U.S. markets could be getting a bit long in the tooth. Tracking #543585
In the latest LPL Market Signals podcast, LPL strategists provide a healthy dose of good news, including the S&P 500 breaking 5,000, excellent company earnings, and a brightening economic outlook, while also identifying some places to find value in the bond market. Tracking #540273
In the latest LPL Market Signals podcast, LPL strategists recap another positive week for stocks despite the late-week jump in rates, pull out some interesting nuggets from last week’s jobs report, discuss whether the January Barometer signal will work this year, highlight some big tech earnings news, and preview a sparse economic calendar for the week ahead. Tracking #537173
In the latest LPL Market Signals podcast, LPL strategists recap another positive week for stocks led by strength in the oil patch, look at stock market valuations from several angles, check in on some key charts including a breakout in semiconductors, and preview a busy week ahead including the Federal Reserve meeting, January jobs report, and several big tech earnings reports. Tracking #533825
In the latest Market Signals podcast, Chief Equity Strategist Jeffrey Buchbinder and Chief Global Strategist Quincy Krosby celebrate the S&P 500’s new record high on continued strength in the technology sector, share some early thoughts on earnings season, and preview a busy week ahead. Tracking #530632
In the latest Market Signals podcast, the strategists recap a solid week for stocks and bonds, provide an update on the municipal bond market, share early insights on earnings season, and preview the week ahead. Tracking #528068
In the latest LPL Market Signals podcast, the LPL Research strategists recap a bumpy start to 2024, offer key takeaways from the December jobs report, highlight several China challenges, and preview a busy week of inflation data and earnings. Tracking #525031
In the latest LPL Market Signals podcast, the LPL Research strategists recap a strong 2023, share some hits and misses from LPL Research forecasts from one year ago, and highlight some key charts to watch in early 2024. Tracking #522368
In the latest LPL Market Signals podcast, the LPL Research strategists discuss the market reaction to the Fed’s pivot, try to decipher the messages from the commodities markets, and assess geopolitical risks in 2024. Tracking # 518311
In the latest LPL Market Signals podcast, the strategists provide an overview of LPL Research’s just-released 2024 Outlook: A Turning Point publication. Tracking #515414
In the latest LPL Market Signals podcast, the LPL Research strategists recap a fifth straight positive week for the S&P 500, discuss a favorable risk/return setup for fixed income, dig into the latest good news on inflation, and preview the weekly economic calendar that includes the jobs report. Tracking #512234
In the latest LPL Market Signals podcast, the LPL Research strategists recap a fourth straight positive week for the S&P 500, highlight several key technical charts to watch, discuss gold’s prospects, and preview a busy economic calendar that includes key inflation data. Tracking #509590
In the latest LPL Market Signals podcast, Chief Investment Officer Marc Zabicki and Chief Global Strategist Quincy Krosby recap another strong week for stocks, talk about the new market sentiment affecting both stocks and bonds, analyze the current earnings environment, and dive into Federal Reserve policy expectations. Tracking #507815
In the latest LPL Market Signals podcast, the LPL Research strategists recap another strong week for stocks, provide a technical checkup on the stock and bond market, discuss potential cracks emerging in the U.S. economy, and preview a busy week of key inflation and retail sales data. Tracking #504882
In the latest LPL Market Signals podcast, the LPL Research strategists recap the best week for stocks in a year as interest rates plummeted, explain why the Federal Reserve (Fed) is probably done hiking rates, and discuss what looks like an attractive opportunity in municipal bonds. Tracking #501774
In the latest LPL Market Signals podcast, the LPL Research strategists recap a down week for stocks amid ongoing fears of a widening in the Mideast conflict. The strategists also discuss what’s next for stocks with the S&P 500 in correction territory, list some possible scares for markets in honor of Halloween, review an earnings season that has been better than you think, and preview a very busy week of economic data, central bank meetings, and earnings reports. Tracking #498189
In the latest LPL Market Signals podcast, the LPL Research strategists recap a down week for stocks as interest rates rose and fears of escalation in the Middle East intensified. The strategists also look at some interesting trends in the job market, check in on earnings season, and preview a busy economic calendar for the week. Tracking #494919
In the latest LPL Market Signals podcast, the LPL Research strategists recap a mostly positive week for stocks as interest rates fell, even as Israel prepared for a ground invasion in Gaza. The strategists also paint an encouraging inflation picture and preview the third-quarter earnings season. Tracking #492169
In the latest LPL Market Signals podcast, the LPL Research strategists discuss the stock market’s strong reversal on Friday’s jobs report, provide their latest thinking on interest rates, and preview the week ahead, with a focus on the Middle East, earnings season, and consumer inflation. Tracking #489437
In the latest LPL Market Signals podcast, the LPL Research strategists recap a down week for stocks and bonds, discuss prospects for a fourth-quarter rally, and make the case that the Federal Reserve (Fed) may be done hiking interest rates. Tracking #486350
LPL Research discusses the recent technical damage done to the equity markets, the breakout in Treasury yields, and the uptick in India relative to China. Tracking #483169
LPL Research recaps last week’s market action, previews this week’s Fed policy meeting, and discusses why European stocks look less attractive. Tracking: # 480068
LPL Research discusses last week’s market action, their thoughts on the prospects for a soft landing for the U.S. economy, and more.
Tracking: 477336
LPL Research recaps a strong week for stocks as markets celebrated an August jobs report that was not too hot or too cold.Tracking: # 474941
LPL Research discusses key takeaways from the Fed’s Jackson Hole Symposium and what investors should watch to help assess where the market may be headed.
Tracking: 1-05378096
In the latest LPL Market Signals podcast, the LPL Research strategists share their outlook on interest rates and on where the latest stock market pullback might end based on valuations and technical analysis.
Tracking #1-05377751
In the latest LPL Market Signals podcast, the LPL Research strategists discuss why the August 1 decision by rating agency Fitch to downgrade the U.S. credit rating is much different than the last time that happened in 2011. They also recap a week in which stocks were dragged down by rising interest rates, assess what a stock market pullback might look like, and preview a big week for retail.
Tracking #1-05377391
LPL highlights another positive week for stocks, assesses the odds of a soft landing, provides an earnings update, and previews another big week of economic data.
Tracking # 1-05376525
LPL Research discusses the strong week for the financials sector, look at some charts telling us that market participation is broadening out, share some early impressions of earnings season, and preview a huge week ahead that includes the Fed meeting and GDP report.
Tracking #: # 1-05375904
In the latest LPL Market Signals podcast, the LPL Research strategists recap a strong week for stocks and bonds following cool inflation data, suggest steering clear of high-yield bonds, and preview second-quarter earnings season and the week ahead.
Tracking #1-05375460
In the latest LPL Market Signals podcast, the LPL Research strategists share LPL Research’s outlook for markets in the second half of the year, featuring content from the just-released LPL Midyear Outlook 2023: The Path Toward Stability.
Tracking #1-05375089
In the latest LPL Market Signals podcast, the LPL Research strategists recap stocks’ strong finish to the first half, discuss what last week’s series of resilient economic data might mean for the Federal Reserve (Fed) and the economic outlook, and celebrate U.S. innovation in honor of America’s birthday by taking a look at our enduring global capital markets leadership.
Tracking # 1-05374629
LPL Research discusses the first down week for stocks in over a month, three hot topics globally, and if the new, young bull market may need a breather.
Tracking# 1-05374086
LPL Research recaps another strong week for stocks despite a hawkish message from the Fed and assesses whether stocks are due for a pullback.
Tracking: # 1-05373634
LPL Research discusses what the start of a new bull market in the S&P 500 Index could mean for stocks going forward and previews a busy week for the economic calendar.
Tracking #: 1-05373211
LPL Research recaps last week’s strong stock market performance and walks through LPL Research’s investment committee’s choice to downgrade equities to neutral.Tracking #: # 1-05372484
LPL Research discusses the potential for stocks to keep going higher, put the market’s narrow leadership into perspective, and preview the week ahead.Tracking# 1-05371876
In the latest LPL Market Signals podcast, the LPL Research strategists discuss the S&P 500 Index return to the battle line at 4,200, answer market breadth concerns, highlight some technical breakout ideas, and preview the week ahead.Tracking #1-05371258
LPL Research discusses concerns about the U.S. dollar possibly losing its reserve currency status, key earnings season takeaways, and the week’s important inflation data.Tracking: # 1-05369859
LPL Research discusses the surprising resilience of corporate earnings, this week’s Fed policy meeting, and the busy week of key economic data.Tracking# 1-05369160
LPL Research discusses the good start to earnings season, the futures market, and what small businesses are telling us and what it may mean for the economy and markets.Tracking#: 1-05368370
LPL Research discusses whether commercial real estate is the next shoe to drop.Tracking: 1-05367664
LPL Research discusses the stock market’s continued resilience, previews the first quarter earnings season, and more.Tracking #: 1-05367034
LPL Research discusses another solid week for stocks amidst ongoing bank fears, whether the Fed or the markets are more right about the economic growth, and their outlook for rest of the year.Tracking #: 1-05366386
LPL Research discusses recent gains in the stock market despite ongoing bank stress, Silicon Valley Bank’s failure, and highlight several charts investors should be watching. Tracking # 1-05365476
LPL Research reacts to the news that UBS would acquire Credit Suisse, gauges the risk of contagion, and previews this week’s Fed policy meeting.Tracking # 1-05364899
LPL Research discusses implications of the SVB collapse, assesses the risk of contagion, and reviews the team’s latest asset allocation views.Tracking # 1-05363785
LPL Research discusses last week’s market activity, why LPL Research lowered its year-end target for the S&P 500, this week’s economic events, and more.Tracking: 1-05362870
LPL Research explains why investors shouldn’t worry much about the impending debt ceiling standoff, discusses implications of more Fed rate hikes, and more.Tracking #: 1-05362048
LPL Research provides insight on the latest price action in equity markets and highlights what to watch for the week ahead.Tracking# 1-05361259
LPL Research discusses last week’s key economic events, improving prospects for a soft landing for the U.S. economy, and an assessment of the economic outlook.Tracking : 1-05360523
LPL Research discusses last week’s key economic events, international equities, and the market’s positive reaction to soft earnings season. Tracking# 1-05359588
LPL Research discusses the latest economic data, earnings season, and the stock market’s January trifecta. Tracking: 1-05358455
LPL Research discusses some changes in market leadership, lay out the bull and bear cases for stocks, and preview key economic data for the week ahead.Tracking# 1-05357401
LPL Research recap a strong week for capital markets, preview fourth quarter earnings season, and highlight several key charts to watch.Tracking: 1-05356296
LPL Research discusses the current technical backdrop for markets ahead of this week’s highly anticipated CPI report and kick-off to fourth-quarter earnings seasonTracking: 1-05355219
LPL Research discusses the outlook for the Federal Reserve rate hiking campaign in 2023. Tracking# 1-05353781
LPL Research explores the recent technical damage to U.S. equity markets and the potential for seasonal tailwinds into next year.Tracking: 1-05352511
LPL Research discusses the recent inflation report, this week’s Fed meeting and other central bank meetings taking place this week. Tracking # 1-05351338
LPL Financial Chief Economist Jeffrey Roach joins Chief Investment Officer Marc Zabicki to discuss recent jobs and other economic numbers that are decelerating, but at a modest rate. Tracking#: 1-05350153
LPL Research discusses the payroll report, the Personal Consumption Expenditures Index (PCE) and the Federal Reserve’s preferred measure of inflation.
Tracking#: 1-05348957
LPL Research discusses the recent Federal Reserve “fedspeak”, FOMC meeting minutes expectations, and updates on the health of the corporate credit markets.
Tracking 1-05348296
LPL Research breaks down the market implications from the latest developments surrounding China and domestic inflation.
Tracking# 1-05346904
LPL Research looks at upcoming Fed policy, cooling economic conditions, and what investors may want to consider about high interest rates.
Tracking #1-05343711
LPL Research discusses the outcome of the 20th China Communist Party Congress and what it may mean for global policy, capital markets, and emerging markets.
Tracking # 1-05341481
LPL Research discusses global equity markets, last week’s key drivers, and earnings season.
In the latest LPL Market Signals podcast, LPL Research discusses the upcoming CPI report, inflationary pressures, and if Fed rate hikes are working.
Tracking#: 1-05336824
LPL Research discusses if the equity market is due for a technical bounce. They also provide an update on current thinking around fixed income markets and an updated year-end target for the 10-year Treasury Yield.
Chapters: 00:00 - Intro 01:00 - Last Week's Key Drivers 11:57 - Key Economic Data This Week - U.S. 13:53 - Key Economic Data This Week - Non-U.S. 14:33 - Key Issues Upcoming This Week 16:57 - WTI Crude Futures (Nov 22) 17:58 - Historical Bearishness 19:17 - Tactical Bounce Pending? - View #1 20:03 Tactical Bounce Pending? - View #2 21:00 - Inflation Snapshot - Directional Change 24:36 - Updated 10-Year Treasury Yield Forecast 27:49 - Recently Neutralized Duration Weight 30:17 - High Yield Companies Have Termed Out Debt 33:56 - Closing
Tracking#: 1-05333969
LPL Research Chief Investment Officer Marc Zabicki and Chief Economist Jeffrey Roach discusses historic moves in the currency markets, aggressive central bank actions, and updates on consumer confidence.
Tracking#: 1-05331335
LPL Research Chief Investment Officer Marc Zabicki and Chief Economist Jeffrey Roach discusses historic moves in the currency markets, aggressive central bank actions, and updates on consumer confidence.
Tracking#: 1-05331335
LPL Research discusses what to expect when 11 global central banks, including the Federal Reserve, Bank of England, and Bank of Japan, meet this week.
Tracking # 1-05328486
LPL Research discusses what to expect when 11 global central banks, including the Federal Reserve, Bank of England, and Bank of Japan, meet this week.
Tracking # 1-05328486
LPL Research fixed income strategist Lawrence Gillum and chief economist Dr. Jeffrey Roach discuss what the higher than expected August CPI report means for the Fed, the markets, and if a soft landing is still in the cards.
Tracking # 1-05325781
LPL Research discuss what the August jobs report means for the Fed, the market’s reaction to the report, and highlight some “risers” and “fallers”.
Tracking # 1-05322981
LPL Research discuss what the August jobs report means for the Fed, the market’s reaction to the report, and highlight some “risers” and “fallers”.
Tracking # 1-05322981
LPL Research react to the Federal Reserve’s (Fed) hawkish message at Jackson Hole. They also recap second quarter earnings season, make the bullish case for the energy sector, and preview Friday’s jobs report.
Tracking # 1-05320833
LPL Research share their thoughts on how far this latest pullback might go. They also provide an update on the housing market, discuss rising recession risks in Europe, and preview the Federal Reserve’s Jackson Hole symposium later this week.
Chapters:
00:00 - Intro 00:37 - Agenda 01:26 - How Much Further Might This Slide Go? 01:53 - S&P 500 Rally Lost Steam Conveniently at Its 200-Day Moving Average 04:22 - S&P 500 Performance Has Been Excellent Historically After Surging Breadth 06:01 - 2011 Comparison is Instructive 08:16 - Housing Update 08:54 - Existing Home Sales Plummeted As Rates Rose 09:58 - Inventory Still Below Pre-Pandemic Levels 13:25 - Existing Home Sales Differ By Region 15:09 - Recession Risk Rising in Europe 16:09 - Germany's Electricity Prices are Soaring 23:10 - What Could Move Markets in the Coming Week?
Tracking # 1-05318488
LPL Research discusses the strong stock market rally, start of a new bull market and recap of the latest well-received inflation data. Let’s take a look at what the bond market is telling us.
Chapters:
00:00 - Intro
00:50 - Show Rundown
01:40 - New Bull Market of Bear Market Rally?
03:20 - S&P 500 Eclipsed Key 50% Retracement Level on Friday
05:59 - S&P 500 Market Breadth Measure Reached 90% Trigger on Friday
08:43 - Peak Inflation Isn't Mission Accomplished
09:50 - Durable Goods Prices Lead the Way Down
13:53 - Falling Producer Prices Foreshadow Easing Inflation
14:52 - Fed has Started QT...Gradually
21:51 - What Credit Markets Say About Soft Landing Prospects
21:10 - Credit Spreads Have Been Heading Lower, Are Well Behaved
24:16 - Big Week for Retail
26:15 - Retail Earnings
28:30 - What Could Move Bond Markets This Week
31:32 - Show Close
Tracking # 1-05316073
LPL Research discusses the strong stock market rally, start of a new bull market and recap of the latest well-received inflation data. Let’s take a look at what the bond market is telling us.
Chapters: 00:00 - Intro 00:50 - Show Rundown 01:40 - New Bull Market of Bear Market Rally? 03:20 - S&P 500 Eclipsed Key 50% Retracement Level on Friday 05:59 - S&P 500 Market Breadth Measure Reached 90% Trigger on Friday 08:43 - Peak Inflation Isn't Mission Accomplished 09:50 - Durable Goods Prices Lead the Way Down 13:53 - Falling Producer Prices Foreshadow Easing Inflation 14:52 - Fed has Started QT...Gradually 21:51 - What Credit Markets Say About Soft Landing Prospects 21:10 - Credit Spreads Have Been Heading Lower, Are Well Behaved 24:16 - Big Week for Retail 26:15 - Retail Earnings 28:30 - What Could Move Bond Markets This Week 31:32 - Show Close
Tracking # 1-05316073
LPL Research discusses Friday’s strong job report, earnings season, and this week’s CPI report.
Tracking # 1-05313944
In the latest Market Signals podcast, the strategists recap an epic week for market-watchers that included a Federal Reserve rate hike, a second straight quarter of negative gross domestic product (GDP) growth, and the busiest week of earnings season.
Tracking #1-05310788
LPL Research discusses earnings season and long-term inflation expectations. Let’s take a closer look at the data.
Tracking # 1-05306260
LPL Research discusses the outlook for 2022 and the clear skies for the markets ahead. Let’s take a closer look at the sources of turbulence steering the global economy.
Tracking # 1-05303352
LPL Research talks about rebound after an end of a bear market. Is a new inflation regime coming?
Tracking # 1-05300629
LPL Research talks about the end of a bear market. What does it mean to the economy and are we headed to a recession?
Tracking#: # 1-05295519
LPL Research talks about bear markets and the key concerns and catalyst of inflation.
Tracking #: # 1-05293372
LPL Research discusses recent warnings about the economy and the likelihood of a June swoon.
Tracking #: #1-05290625
LPL Research discusses the bear market, bonds, and economic data to watch the rest of the week.
Tracking #: # 1-05285645
LPL Research discusses a strong earnings season, valuations, and how close the low is.
Tracking: #1-05282096
LPL Research discusses the tough spot the Federal Reserve is in and looks at some recent mixed economic data.
Tracking #: # 1-05278830
LPL Research discusses the start of 2022, the Federal Reserve, and the economic roundup.
Tracking #: # 1-05275480
LPL Research discusses the latest surge in yields and if a recession could be on the horizon.
Tracking #: # 1-05271551
LPL Research discusses why inflation could be very close to a major peak and looks at what could be a challenging earnings season.
Tracking #: # 1-05269155
LPL Research discusses the economic slowdown, inflation, and earnings season.
Tracking #: # 1-05267158
LPL Research discusses which four factors matter the most for stocks in 2022.
Tracking #: 1-05263898
LPL Research discusses slowing economic growth and what could potentially be in store for April.
Tracking #: 1-05261528
LPL Research discusses stocks and breaks down rate hikes and bonds.
Tracking #: # 1-05258463
LPL Research discusses potential rate hikes, concerns about Eastern Europe, and the economy.
Tracking #: 1-05255973
LPL Research shares their latest thoughts on how the Russia-Ukraine conflict could affect stocks.
Tracking # 1-05249712
LPL Research discusses the Federal Reserve, rate hikes, and inflation.
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Tracking #: #1-05246832
LPL Research takes a look at what soaring inflation and rate hikes could mean, as well as the Valentine’s Day Index.
RES-1015488-0122
Tracking #: 1-05244957
LPL Research takes a look at and hands out medals for earnings, valuations, and technicals in honor of the Olympics.
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Tracking #: #1-05242018
LPL Research discusses what a weak January could mean for stocks in 2022.
Tracking #: 1-05238941
LPL Research discusses this year’s rough start, what’s needed for a low to form, and the upcoming Federal Reserve meetings.
Tracking #: # 1-05235987
LPL Research discusses what impending Fed rate hikes could mean for stocks in the latest Market Signals podcast. Tracking #: # 1-05233357
LPL Research discusses what the Fed’s hawkish pivot means and if Omicron will spoil the Santa Claus Rally. Tracking #: 1-05224953
LPL Research discusses the unique situation with inflation and stocks and why they think the Fed is going to taper.
Tracking #: 1-05222228
LPL Research discusses the Omicron variant and what they see happening in 2022. Tracking #: #1-05219735
LPL Research discusses the COVID-19 Omicron variant on the bull market and economy.
Tracking: #1-05217265
LPL Research discusses what rising inflation may mean for the economy and consumers. Tracking: #1-05213066
LPL Research explores how the U.S. and European markets continue to surprise to the upside. Tracking: #1-05210610
LPL Research discuss why they expect tapering to be announced and what it could mean for the economy. Tracking: #1-05208111
LPL Research discusses why stocks may move higher before year’s end, hyperinflation, policy, and earnings season so far. Tracking: #1- 05205263
LPL Research previews third-quarter earnings, explores the recent sales report, and answers some tough asset allocation questions. Tracking: #1-05203093
LPL Research focuses on earnings season—the historical trends, investor hopes, and realistic expectations for the third quarter. Tracking: #1-05200177
LPL Research breaks out a crystal ball to take a look at what stocks may do in 2022 and examines recent market volatility and economic data. Tracking: #1-05197575
LPL Research discusses why they lowered their GDP forecasts for 2021, dissects the recent Federal Reserve Bank meeting, and explains why October should not worry investors. Tracking: #1-05194703
LPL Research discusses the ups and downs of Evergrande, yields, the prospect of tapering from the Federal Reserve Bank, and stocks and seasonality. Tracking: #1-05192620
LPL Research strategists discuss key policy developments worth watching but expect little market disruption. Tracking: #1-05190412
LPL Research strategists discuss the jobs report, global monetary policy, and where they see rates through the rest of the year. Tracking #1-05187495
LPL Research strategists Ryan Detrick and Lawrence Gillum analyze the recent Jackson Hole Symposium while also poking holes in five common bearish themes. Tracking #1-05185285
LPL Research strategists Ryan Detrick and Jeff Buchbinder discuss the upcoming Jackson Hole Economic Policy Symposium, potential tapering, stagflation, and the worst month for stocks Tracking #1-05182390
LPL Research strategists Jeff Buchbinder and Marc Zabicki discuss potential market impacts brought about by the Delta variant. Tracking # 1-05176006
LPL Research strategists Lawrence Gillum, Ryan Detrick, and Marc Zabicki discuss why bond yields may be so low. Tracking # 1-05176006
LPL Research strategists Jeff Buchbinder, Ryan Detrick, and Marc Zabicki discuss market-moving events to kick off LPL Focus 2021. Tracking # 1-05175364
LPL Research strategists Jeff Buchbinder, Lawrence Gillum, and Marc Zabicki discuss some of the biggest surprises of 2021.
LPL Research’s Chief Market Strategist Ryan Detrick and Equity Strategist Jeff Buchbinder talk about the start of earnings season and more. Tracking # 1-05169263
LPL Research’s Chief Market Strategist Ryan Detrick and Equity Strategist Jeff Buchbinder go over their predictions for the rest of 2021 and beyond. Tracking # 1-05166098 RES-807291-0621
LPL Research’s Chief Market Strategist Ryan Detrick asks LPL Financial Director of Research Marc Zabicki for his tips for young investors. Tracking # 1-05162743
Stocks are choppy in typical year two fashion. Yet, many worries are creeping in, with the upcoming Krispy Kreme IPO near the top of the list. Tracking 1-05160314
LPL Research discusses why a more hawkish Fed shouldn’t have been much of a surprise, the sharp earnings revisions higher, and reasons for downgraded technology. Tracking: #1-05157399
LPL Research looks at the better than expected market highs, inflation concerns, and sustainable investing in the fixed-income market. Tracking: #1-05154825
LPL Research examines what meme mania means for investors, explores how policy could impact things the rest of 2021, and dissects the recent weaker than expected monthly jobs data. Tracking: #1-05151906
LPL Research digs into why tapering is a normal part of the recovery process and why they think the inflation threat remains transitory. Tracking #1-05147158
LPL Research dives into the hotter than expected recent inflation data and explains why massive inflation down the road is unlikely. Tracking: #1-05144680
LPL Research discuss the incredible earnings season, debate whether we’ve hit peak in earnings and economic growth, and economic policies. Tracking #1-05142124
LPL Research punches holes in the “Sell in May” axiom and reflect on how the economic data continues to come in stronger than expected. Tracking: # 1-05139593 RES-737388-0521
LPL Research discuss why stocks might not be as expensive as many think and how the economy continues to improve faster than expected. Tracking #: 1-05137213 RES-688841-0321
LPL Research discusses some potential worries, why any weakness could be a buy the dip opportunity, and Sustainable Investing this Earth Day. Tracking #: 1-05134769 RES-688841-0321
LPL Research discusses why they think another very solid earnings season is on the horizon. Tracking #1-05132204 RES-688841-0321
LPL Research updates prior forecasts based on how the economy’s recovery from the pandemic continues to surpass expectations. Tracking #: 1-05129369 RES-688841-0321
LPL Research examines inflation concerns and explain why they think any increases in inflation will most likely be fleeting Tracking #: 1-05126802 RES-667213-0221
LPL Research consider what could be in store for stocks in year two of the bull market, along with a discussion of rates and the latest Federal Reserve meeting.
Tracking #1-05124052 RES-667213-0221
LPL Research discuss four things that matter the most for stocks in 2021. Tracking #1-05121625 RES-667213-0221
LPL Research Strategists discuss why higher rates historically haven’t been bearish for stocks and don’t think they will be this time either. Tracking # 1-05118816 RES-667213-0221
LPL Research discusses whether the recent surge in yields may continue to impact stock prices, the record breaking earnings season, and updates from the Fed. Tracking #1-05116214 RES-667213-0221
LPL Research discusses why sustainable investing is a major trend that isn’t going away, as well as the strong earnings season and recent retails sales. Tracking #: 1-05113708 (02/22) RES-651015-0121
LPL Research discusses some under-the-radar ideas to add yield to your portfolio in a low yield environment. Tracking #: 1-05110831 RES-651015-0121
LPL Research provides strong reasons for an increased forecast for growth and corporate profits in the new year. Tracking #: 1-05108694 (02/22) RES-651015-0121
LPL Research discusses the recent short stock frenzy, a positive earnings season, and how the Super Bowl has historically impacted stocks. Tracking #: 1-05105494 (02/22) RES-651015-0121
Positive news in COVID-19 data, solid small caps performance, high stock valuations, and more data trends send strong signals for 2021. (#1-05102794) Tracking #: 1-05102794 (01/22)
LPL Research explains Q4 earnings, more stimulus, impact of the Democratic blue wave on markets, and where to invest in Joe Biden’s new economic policy plan. Tracking #: 1-05099714 (01/22)
2021 policy under the Democrats may mean higher taxes and more regulation, but also more stimulus and strong stock performance according to LPL Research. Tracking #: 1-05097309 (01/21)
LPL Research’s top 10 takeaways from 2020, the 2020 year-end rally, and what the markets are saying about the Georgia runoffs. Tracking #: 1-05094431 (01/21)
LPL Research discusses how the stimulus package will bridge the economy into 2021, while the markets may be looking forward to a surge in economic activity later in 2021. (Tracking # 1-05091388 exp. 12/21)
Listen to LPL Research strategists discuss 2021 stocks, big-name IPOs, the latest in COVID-19 vaccines, and if Santa will deliver more stock gains this December.
Discover LPL Research’s Outlook 2021: Powering Forward with insights and guidance on post-election policy, the economy, stocks, and bonds for 2021 and beyond.
Stocks and small caps continue to show strength, while seasonality is strong and sentiment may be too excited.
Stocks are showing signs of optimism, with rotation toward value, strength in small caps, and strong Q3 earnings.
The economy is showing more signs of stability amid promising vaccine news, clarity in elections, and the Fed’s supportive stance.
LPL Research strategists discuss the election uncertainty and its implications for the markets. Also, why a strengthening economy and divided Congress may be potential tailwinds for higher stock prices.
LPL Research talks with a Washington insider about the election, balance of power in the Senate, and the stimulus package, plus more on the economy and GDP.
Stocks continue to bounce around while the economy shows more signs of improving. LPL Research discusses pre-election volatility, earnings season, and the appeal of small cap stocks.
LPL Financial Research discusses the strong week of the S&P 500 Index, ongoing stimulus talks, election news, potential tax increases, and earnings season.
Financial Research discusses factors possibly affecting the elections, including stocks, technology, stimulus, COVID-19, the Supreme Court, and jobs.
LPL Financial Research discusses Trump’s COVID-19, recent jobs reports, S&P 500 performance, and what we can expect in the fourth quarter.
LPL Financial Research reviews the 6-month S&P 500 rally, tech’s pullback, seasonal weakness, and potential economic impact from COVID-19 and the elections.
The S&P 500 sell-off and US dollar may be signaling an election winner, while the Fed signals for more stimulus.
A NASDAQ correction and K-shaped recovery may mean more stock weakness, while stocks may be signaling an election winner.
LPL Research strategists discuss the S&P 500's recent win streak and its big drop. Is this the start of a sell-off?
LPL Financial Research reviews August’s strong S&P 500 results and how markets may perform in a second Trump term.
LPL Financial Research strategists discuss new S&P 500 highs and what worries them. They also dissect a potential Joe Biden victory.
LPL Financial Research discusses the S&P 500’s huge rally, a strong second quarter earnings report card, and why the recession is likely over.
LPL Financial Research strategists explore some differences between the stock market and the economy in an attempt to explain the disconnect and also discuss the latest economic data.
LPL Financial Research discusses the historically troublesome months of August and September, market sentiment, corporate earnings, and glistening gold.
Slowing economic data and its impact on the stock market rally, record-high gold, and a busy week in corporate earnings are on tap for LPL Financial Research.
LPL Financial Research reviews winners and losers in economic data, growth vs value stocks, and Q2 corporate earnings.
LPL Research Midyear Outlook 2020 reviews where we've been in 2020, updates our 2020 forecasts, and explains how stocks and the economy may predict the next president.
Spikes in COVID-19 cases, fixed income rates, confusing news from banks, and unemployment are playing havoc with investors’ plans, says LPL Financial Research.
LPL Financial strategists discuss the economic recovery, recent economic data, and the outlook for Europe.
This very well could be the start of the long-awaited correction. The LPL Strategists discuss the near-term market outlook and what stocks could do the rest of 2020.
The economy is showing new signs of life, with May delivering record-breaking jobs numbers. Confidence in investing in America is rising.
LPL Financial Research discusses consumer spending, US-China trade tensions, Hong Kong, stocks, economic activity, and why this looks like a bull market.
LPL Financial Research strategists review the impact of recent economic data and explain that well-deserved pullback odds are increasing.
Tracking number: 1-05008976
LPL Financial Research believes stocks may be reflecting better times ahead, this earnings season is unprecedented, and oil prices may be going back up soon.
LPL Research strategists discuss this unpredictable earnings season, stock market vs. economy, and if the recovery will be a V, W, or squiggly, lopsided U.
LPL Financial Research strategists discuss what a recession is, the Fed’s newest $2.3 trillion loan package, and chances that 2020 could finish in the green.
The economy was unprepared for COVID-19, but we’re starting to see a silver lining. We take a look at positive policy action, the recent stimulus package, our upgraded views on equities, and resilience.
After the worst week for stocks since October 2008, there may be some light at the end of a very dark tunnel. Planned fiscal and monetary policy actions offer potential positive signs for improved corporate confidence. And we ask, have we bottomed yet?
LPL Financial Research strategists review the economic impact from COVID-19, strong action from the Federal Reserve, and an update to their investing playbook.
This week, LPL’s strategists discuss coronavirus fears, plunging oil prices, the bull market birthday, and some positive news for the stock market.
LPL’s strategists discuss what we know about the coronavirus and what we’re watching, including some positive news for the economy and stock market.
In this podcast LPL’s strategists discuss the impact of the coronavirus on global markets, and highlight some positives from earnings season.
In this Market Signals podcast, LPL’s strategists discuss how stocks had their best week in 8 months last week, as the worst of the coronavirus fears subsided and the US economy showed some impressive resolve. The LPL Strategists also discuss why international stocks could finally be close to having their time in the sun after lagging the US for much of the past decade.
As goes January, so goes the year. We look at this time-tested investment adage as we add in stocks’ recent losing streak, potential market volatility, and spreading coronavirus fears. Plus, a final nod to Super Bowl LIV.
Stocks just experienced their first two-week losing streak since early October 2019 and their worst weekly decline since August 2019. The continued spread of the coronavirus has sparked much of the selling, but as the LPL strategists note, many factors were set in motion for some well-deserved pullback and market volatility.
The coronavirus outbreak in China has many on edge, which has resulted in a global sell-off in equites. This week the LPL strategists discuss this and why some near-term weakness was actually quite likely.
Earnings season has started, but for us, the focus is on what we can expect in 2020. We also look at past S&P 500 performance in presidential election years.
In this podcast LPL’s strategists discuss ongoing geopolitical concerns and the impact on stocks, jobs and earnings reports, and what the first 5 days of January may say about 2020.
LPL’s strategists discuss the last decade, the hits and misses of 2019, what to expect next year, and the Mothman.
In this podcast LPL’s strategists discuss clarity around trade, Brexit, and Fed policy and what it may mean for equity markets in 2020.
Learn more from LPL Research: https://www.lpl.com/news-media/research-insights.html
A positive jobs report, central banks taking a pause, and a U.S. consumer that continues to drive the economy should be drowning out the noise of trade and political headlines. LPL Research thinks it may be time to focus on the fundamentals.
Learn more about LPL Research: https://www.lpl.com/news-media/research-insights.html
In this podcast LPL’s strategists discuss their new Outlook 2020, covering investment insights, market guidance, presidential election, and forecasts for 2020.
Read more: https://www.lpl.com/news-media/research-insights/outlook-2020-podcast.html
Season 3, Episode 1
In this podcast, LPL’s strategists discuss leading economic indicators and warning signs of recession, including the yield curve and manufacturing.
Read more: https://www.lpl.com/news-media/research-insights/on-the-recession-watch-podcast.html
In this podcast LPL’s strategists discuss productivity, business spending, consumer spending, trade discussions, and an upturn in global economies.
In this podcast LPL’s strategists discuss the S&P 500’s new all-time high, rate action by the Fed, and why we think seasonal tailwinds may blow our way.
In this podcast LPL’s strategists discuss some tricks that could stop 2019 from being the best year ever, including trade, Fed policy, and a weaker U.S. dollar.
Learn more: https://www.lpl.com/news-media/research-insights/the-best-year-ever-podcast.html
In this podcast LPL’s strategists answer questions from LPL advisors on market sentiment, negative debt, interest rates, and the best advice for a new investor.
Read more: https://www.lpl.com/news-media/research-insights/answers-to-your-questions-podcast.html
In this podcast LPL’s strategists discuss good news on the U.S.-China trade dispute, third-quarter earnings season, Brexit, and possibly positive signs from yield curves.
Learn more at https://www.lpl.com/news-media/research-insights/a-few-positive-signs-podcast.html.
Recent economic data delivered mixed results, but one thing appears certain—uncertainty in the markets is here to stay.
In this podcast LPL’s strategists discuss value stocks, global and repo markets, impeachment proceedings, and if October really is the scariest month.
In this podcast LPL’s strategists discuss continued concerns with China, questions about Fed policy, and a global slowdown that shows no signs of ending.
In this podcast LPL’s strategists discuss the U.S.-China trade war, capital expenditures, yield curve inversion, and a lowered U.S. GDP forecast.
In this podcast LPL’s strategists discuss recent market volatility and the currency battle that’s become part of the ongoing trade war.
Last week was a big week for markets, from the first Federal Reserve (Fed) rate cut in 10 years to potential new tariffs on China and weak economic data. What does it all mean and should investors be worried? LPL Strategists discuss this and more in our latest podcast.
In this podcast LPL’s strategists discuss the upcoming second-quarter S&P 500 earnings season and the growing potential of a Fed rate cut in July.
LPL’s strategists discuss what could happen in the second half of 2019, current economic trends, and Federal Reserve policy.
Investors are asking what a Federal Reserve (Fed) rate cut could mean for stocks. It really comes down to whether we are about to go into a recession or not. In 2001 and 2007 the economy was quickly moving into a recession, and rate cuts couldn’t stop that. But other times in recent history, like 1998 and 1995, offered a much stronger economy, and the rate cut helped to stabilize global worries.
Learn more on LPL.com.
The ongoing trade war and its effects on the US and global economies dominate the discussion by LPL strategists in this week’s Market Signals podcast.
Read more on LPL.com.
In this podcast LPL’s research strategists discuss the US’s longest cycle of economic growth and the effects its expanding trade wars have on the global economy.
In this podcast LPL Financial’s research strategists, Ryan Detrick and Jeff Buchbinder, discuss the earnings season, the continuing US-China tariff battle and what it all could mean for the US economy.
Read more from the LPL Financial research team here: https://www.lpl.com/news-media/research-insights.html
Listen to this week's Market Signals podcast as LPL Financial’s strategists discuss economic news, including the bad week for stocks, the continuing US-China tariff battle and more.
Visit www.lpl.com for more information.
Listen to this week's Market Signals podcast, as LPL Financial’s strategists John Lynch and Ryan Detrick discuss monetary policy [3:05], tweets and trade [10:59], the improving economy [18:25], and ‘sell in May, go away’ [19:59].
Listen to this podcast as LPL Financial’s strategists discuss the new highs in the S&P 500, the “Sell in May” theme, and signs of an improving economy.
Listen in as LPL Financial’s strategists discuss the current low inflation, what is and isn’t priced into the market, and how it all could play out the rest of 2019.
Listen as LPL Financial’s strategists discuss the current low inflation, what is and isn’t priced into the market, and how it all could play out the rest of 2019.
Listen to the Market Signals podcast as our strategists preview the first quarter earnings season and what it indicates for the financial market and overall market outlook.
In this week’s Market Signals podcast, hear about four factors that could affect financial markets through the remainder of 2019 and four that could affect the overall economy.
In this week’s Market Signals podcast, we discuss moving equity allocation to market weight, the bond market, and some positive economic news.
Low job numbers, the Fed’s stance on interest rates, and the performance of large cap stocks are the focus of this week’s Market Signals podcast.
This week’s Market Signals podcast focuses on what to possibly expect from a pullback following the recent stock market rally.
This week’s Market Signals podcast focuses on the current bull market as it approaches its 10th birthday on March 9.
This week’s Market Signals podcast focuses on the possibility of more gains after a 19% S&P 500 Rally.
This week’s Market Signals podcast focuses on the continuing market rally, LPL Research’s Gross Domestic Product (GDP) forecast, and more.
This week’s LPL Financial Market Signals’ podcast covers the recent strong economic data, the Fed’s latest action on rate hikes, and potential market gains.
Read more: https://lplfinancial.lpl.com/news-media/research-insights/strong-economic-data-podcast.html
This week’s Market Signals podcast focuses on the S&P 500 bounce, the end of the government shutdown, and another potential rate hike.
Don’t miss this week’s Market Signal podcast. Our strategists discuss the upcoming earnings season and why it’s expected to be good.
In this week’s Market Signals podcast, our strategists look at another potentially solid quarter of earnings growth despite the government shutdown.
In this week’s LPL Market Signals podcast, our strategists discuss why 2019 could see a bear market without a recession.
In this special edition of the Market Signals podcast, our Research strategists discuss the financial outlook for 2019, including the effects of fiscal policy on the economy and financial markets.
This week’s Market Signals podcast discusses the effects on the market and the economy of a potential government shutdown, another rate hike, the Brexit and China issues, and December’s bad start for equities.
This week’s Market Signals Podcast discusses factors that could affect higher equity prices including market technicals, market fundamentals, and the oil market.
This week’s Market Signals podcast discusses the Fed, trade issues with China, and the price of crude oil on the economic climate and what it holds for the near future.
Turkeys, crude oil prices, stressed credit markets, and Brexit are among the topics discussed in this week’s Market Signals podcast. Happy Thanksgiving!
In the latest Market Signals podcast, LPL Financial research strategists discuss potential post-midterm gridlock and why history indicates it might not be bad for investors.
In the latest podcast, LPL Financial Research strategists discuss why the S&P 500’s tumultuous October doesn’t dampen optimism for wages and for the economy.
In the latest podcast, LPL Financial research strategists review the S&P 500's bad month, European economic concerns, US/China trade issues, and Fed policy.
In the latest Market Signals Podcast, LPL Financial research strategists discuss the signs pointing to Q3 economic growth and into 2019.
LPL Financial research strategists, John Lynch and Ryan Detrick, discuss signs for strong third-quarter earnings and a year-end rally following the stock drop in this mid-October podcast.
The big market sell-off dominates the discussion in this LPL Market Signals Special Update as John Lynch and Ryan Detrick converse on the drivers behind it and what the future holds.
10/8/18 | In this week’s LPL Research podcast, special guest Jeff Buchbinder joins John Lynch to discuss Fed Chair Jerome Powell’s speech at the annual meeting of the National Association for Business Economics, as well as some of the factors pointing to continued strength in the economy.
October 1, 2018 | LPL Financial research strategists, John Lynch and Ryan Detrick, discuss Italy’s bonds falling, the upcoming jobs report, yet another rate hike by the Fed, and other fourth quarter issues.
Read more: https://lplfinancial.lpl.com/news-media/research-insights/going-into-the-fourth-quarter-podcast.html
9/24/18 | LPL Financial research strategists, John Lynch and Ryan Detrick, discuss the potential effects of midterm elections, recent rate hikes, and other events on investors and the economy.
Read more: https://lplfinancial.lpl.com/news-media/research-insights/whats-next-posed-by-midterm-elections-rate-hikes-podcast.html
9/20/18 | LPL Financial research analysts discuss the 10-year old Lehman Brothers bankruptcy and whether the drivers behind it could affect today’s economy.
Read more: https://lplfinancial.lpl.com/news-media/research-insights/lehman-brothers-bankruptcy-then-and-now-podcast.html
9/10/18 | The LPL Research team discusses what the economic crises in Argentina and Turkey, as well as a cycle high for the manufacturing sector, could mean for the economy.
Read more: https://lplfinancial.lpl.com/news-media/research-insights/emerging-markets-lows-and-manufacturing-sector-highs-podcast.html
9/4/18 | Ryan Detrick and special guest, Jeff Buchbinder, discuss the biggest change to the S&P 500 we’ve ever had and why September is historically the worst month of the year.
Read more: https://lplfinancial.lpl.com/news-media/research-insights/s-p-500-changes-and-big-market-moving-events-podcast.html
8/27/18 | In the latest LPL Financial Market Signals podcast, LPL Research analysts discuss estimates for second quarter earnings, and the first S&P record high since January.
Read more: https://lplfinancial.lpl.com/news-media/research-insights/earnings-fed-minutes-and-new-highs.html
8/20/18 | John Lynch and Ryan Detrick discuss many important market-moving events that could impact your investments including the bull market, Turkey, and the emerging markets.
Read more: https://lplfinancial.lpl.com/news-media/research-insights/lpl-research-bull-market-turkey-emerging-markets-podcast.html