Econ Market Minute by LPL Financial: Recent Episodes
LPL Financial
Join Chief Economist Dr. Jeffrey Roach as he gives perceptive insights into the macro environment, uncovering hidden truths about the workings of the global economy
Long-term unemployment rises, construction slows, and inflation shows signs of normalizing. Chief Economist Jeffrey Roach breaks it all down in this quick macro update.
Tracking: #803538
Dr. Jeffrey Roach, LPL’s Chief Economist explains why this divergence exists as well as ways to think about consumer rates and retail sales.
Tracking: #800235
Dr. Jeffrey Roach, LPL’s Chief Economist shares insights on payroll revisions, what it means for productivity, and why the Fed will still cut rates.
Tracking: #796119
Dr. Jeffrey Roach, Chief Economist for LPL Financial, discusses the nuanced shift in the labor market and what to expect as the Fed prepares for the next meeting.
Tracking: #780089
Dr. Jeffrey Roach, Chief Economist at LPL Financial discusses decreasing consumer demand for services, near-term inflation, and potential Fed actions.
Tracking: #777643
Dr. Jeffrey Roach, Chief Economist at LPL Financial highlights the importance of Fed independence, the counterintuitive drop in import prices, and the importance of tracking discretionary spending.
Tracking: #771843
LPL’s Chief Economist, Dr. Jeffrey Roach, reveals that the breadth and depth of US markets explain why US exceptionalism will persist and he further warns why inflation may be choppy the next few months.
Tracking: #765081
Dr. Jeffrey Roach, LPL's Chief Economist, discusses potential winners in the services sectors, inflation, and what to expect in regards to upcoming Fed action.
Tracking: #750781
LPL’s Chief Economist, Dr. Jeffrey Roach, discusses implications for current U.S. debt management, impactful court decisions regarding Trump’s tariffs policy, and what to expect.
Tracking: #747167
LPL’s Chief Economist, Dr. Jeffrey Roach, discusses retail sales, a tariff pause, and inflation.
Tracking: #741465
LPL’s Chief Economist, Dr. Jeffrey Roach, discusses three key charts that explain the current macro landscape.
Tracking: # 736120
LPL’s Chief Economist, Dr. Jeffrey Roach, provides historical examples of elevated volatility and how the U.S. and Germany compare regarding exports.
Tracking: #726834
LPL’s Chief Economist, Dr. Jeffrey Roach, discusses tariff implications, pressures facing the U.S. and China, and still elevated yields.
Tracking: #723248
LPL’s Chief Economist, Dr. Jeffrey Roach discusses the latest readings on the consumer, stagflation, recession risks and what it means for the economy.
Tracking: #715469
LPL’s Chief Economist, Dr. Jeffrey Roach explains why retail rates should fall later this year, the rotation away from discretionary spending, and why government layoffs might not have ripple effects.
Tracking: #712803
Dr. Jeffrey Roach, LPL’s Chief Economist, highlights important metrics about recessions, global international developments, and the premium government jobs give to those without a college degree.
Tracking #708854
Dr. Jeffrey Roach, LPL‘s chief economist discusses the surprise in consumer confidence, the potential for a third year of the bull market and improving business loan demand.
Tracking #: 701944
Dr. Jeffrey Roach, LPL’s Chief Economist explains why demand for U.S. Treasuries is stable, inflation may ease later this year, and why the Federal Reserve could cut rates in the summertime.
Tracking: #696998
Dr. Jeffrey Roach, Chief Economist at LPL Financial, discusses labor markets, business trends, and AI advancements.
Tracking: #689159
LPL Financial’s Chief Economist, Dr. Jeffrey Roach, provides three key takeaways from the latest executive orders and the potential impacts on the economy.
Tracking: #685720
Dr. Jeffrey Roach, Chief Economist at LPL Financial, discusses the impacts from solid wage growth, Fed rate cut expectations, and potential small business expansion.
Tracking #683513
Dr. Jeffrey Roach, Chief Economist at LPL Financial, discusses the latest growth outlook, impacts on earnings, and recent staffing activity.
Tracking: #680133
Dr. Jeffrey Roach, LPL’s Chief Economist, discusses the implications of the Fed’s latest decision on the dollar, other central banks, and the housing market.
Tracking #: 673959
Dr. Jeffrey Roach, Chief Economist for LPL Financial, highlights the improvement in capital spending plans for many businesses and he also explains why the dot plots will likely shift upward.
Tracking: #670215
Dr. Jeffrey Roach, Chief Economist for LPL Financial, explains why the consumer still has spending capacity but long-term unemployed is a worrying sign.
Tracking: #667509
Dr. Jeffrey Roach, Chief Economist at LPL Financial, explains how well-greased supply chains will help domestic businesses and why the residential market outlook improved.
Tracking: #661768
Dr. Jeffrey Roach, Chief Economist for LPL Financial, explains why the current trade environment with China makes things different this time for Trump 2.0.
Tracking #: 658449
Dr. Jeffrey Roach, Chief Economist at LPL Financial, focuses on artificial intelligence, potential head fakes from inflation data, and why bond yields are elevated.
Tracking #656099
Dr. Jeffrey Roach, Chief Economist at LPL Financial, focuses on the signals amid a storm-impacted payroll report and also highlights that markets may need to reset rate-cutting expectations.
Tracking: #653276
LPL’s Chief Economist, Jeffrey Roach, discusses the current bull market, its historical context, and the potential impact of recessions.
Tracking: #651283
Dr. Jeffrey Roach, Chief Economist at LPL Financial, highlights the chances of a soft landing but only if upper income households can weather through a slowdown.
Tracking #: 650789
Dr. Jeffrey Roach, Chief Economist at LPL Financial highlights the sizeable revisions to income metrics and explains why savings rates are getting closer to normal.
Tracking: #639055
Dr. Jeffrey Roach, Chief Economist at LPL Financial, discusses the factors behind falling rates, but cautions against the irrational exuberance of market expectations.
Tracking: #629745
Dr. Jeffrey Roach, Chief Economist at LPL Financial explains why businesses add less temporary help to their payrolls and the three things investors should expect in the near term.
Tracking #626271
Dr. Jeffrey Roach, Chief Economist at LPL Financial talks about the implications of the latest Fed meeting, the underlying trends in labor markets, and the competing forces exerted on small caps.
Tracking: #622897
Dr. Jeffrey Roach, LPL’s Chief Economist, gives key takeaways from the Jackson Hole Economic Symposium and the recent revisions to payrolls.
Tracking: #619861
Dr. Jeffrey Roach, LPL’s Chief Economist discusses three important themes relating to the latest spike in volatility.
Tracking #: 616965
Dr. Jeffrey Roach, Chief Economist at LPL Financial, talks about the implications of the latest Fed meeting, the underlying trends in labor markets, and the competing forces exerted on small caps.
Tracking: #610606
Dr. Jeffrey Roach, Chief Economist at LPL Financial illustrates the broadening out of softer inflation and exposes the diverging payroll trends between the private and the public sectors.
Tracking #: 603616
Dr. Jeffrey Roach, Chief Economist at LPL Financial reveals the catalysts behind the recent move in yields and offers a potential bright spot for growth during the balance of 2024.
Tracking #: 588503
Dr. Jeffrey Roach, Chief Economist at LPL Financial, shares his insights on the Fed's monetary policy reassessment, the late-cycle domestic economy, and the cooling of services inflation.
Tracking #: 584590
LPL’s Chief Economist, Dr. Jeffrey Roach, explains why the decline in excess savings could have a muted impact on consumer spending.
Tracking: #577258
LPL’s Chief Economist, Jeffrey Roach, discusses the recent intervention by the Bank of Japan and the economy's reduced sensitivity to interest rates.
Tracking #: 573936
LPL’s Chief Economist Jeffrey Roach, explains the dynamics behind the yen, the churn in the labor market, and why supply-driven inflation is dangerous.
Tracking #567692
Jeffrey Roach, LPL Financial's Chief Economist, explains the research and development tax bill, service spending trends, and personal income declines.
Tracking #: 561314
LPL’s Chief Economist, Dr. Jeffrey Roach, highlights important market indicators in response to the Bank of Japan’s desire to stay nimble and the Federal Reserve’s conundrum with the dot plot.
Tracking #: 557505
Dr. Jeffrey Roach, LPL’s Chief Economist, highlights recent layoff announcements, the decline in hours worked, and the future trajectory in the services sector.
Tracking #: 553957
Dr. Jeffrey Roach, Chief Economist for LPL Financial gives a quick update on what’s happening in global markets and issues a call to action for investors.
Tracking#: 545219
LPL's chief economist, Dr. Jeffrey Roach, discusses new developments in international markets.
Tracking #: 542695
LPL’s Chief Economist, Dr. Jeffrey Roach discusses the latest insights on global market trends, including improving credit conditions, stronger job growth, and India's outperformance in emerging markets.
Tracking #: 539042
LPL's Chief Economist, Dr. Jeffrey Roach explains why declining inflation expectations and growing construction activity boosted risk appetite. Plus, the job market is key to future Fed decisions.
Tracking #: 532293
LPL’s Chief Economist Dr Jeffrey Roach discusses three reasons why the Fed could cut as early as March.
Tracking #: 527762
LPL's Chief Economist, Dr. Jeffrey Roach explains why the Fed wants to keep their options open amid an uncertain economic outlook.
Tracking #524165
LPL’s Chief Economist Dr. Jeffrey Roach provides three key graphs that shed light on consumer behavior and the Federal Reserve's monetary policy.
Tracking Number #: 517749
LPL’s Chief Economist Dr. Jeffrey Roach discusses global stress indicators that bode well for domestic risk assets as well as some leading indicators of consumer spending.
Tracking: 510875
LPL’s Chief Economist, Dr. Jeffrey Roach shares three important charts covering risk appetite, inflation, and the real fed funds rate.
Tracking: 506772
Dr. Jeffrey Roach, LPL’s Chief Economist, shares a few important charts that explain why the markets are getting a brief reprieve as investors can expect the Fed to stay on hold.
Tracking #503755
LPL’s Chief Economist, Dr. Jeffrey Roach, reveals three important charts on rates, housing affordability, and services inflation that should explain some of the choppiness in markets in recent weeks.
Tracking #497024
In this edition of the Econ Market Minute, Dr. Jeffrey Roach, LPL's Chief Economist, looks under the surface of the latest inflation report, shares insights from the Fed meeting minutes, and what investors should be watching.
Dr. Jeffrey Roach, LPL’s Chief Economist, discusses three things investors need to know about the labor market.
Tracking #489473
Dr. Jeffrey Roach, LPL’s Chief Economist discusses why investors need to watch job openings and the next few inflation prints to get a sense of future interest rate decisions.
Tracking # 481997
LPL’s chief economist, Dr. Jeffrey Roach talks about the latest macro releases and what it means for investors.
Tracking # 478747
LPL’s Chief Economist, Dr. Jeffrey Roach gives investors three key takeaways from the latest jobs and inflation reports.
Tracking # 474620
LPL Financial Chief Economist, Dr. Jeffrey Roach shares three takeaways as to why we have yet to see a recession.
Tracking #1-05377745
LPL Financial Chief Economist, Dr. Jeffrey Roach, shares three key takeaways for interpreting the macro landscape and what it means for investors.
Tracking # 1-05376589
LPL Financial Chief Economist, Dr. Jeffrey Roach, shares insights on recent reports on payroll, CPI, and credit demand and what it means for investors.
Tracking # 1-05375301
LPL Financial Chief Economist Dr. Jeffrey Roach shares insights on the shift that’s happening in the job market these days.
Tracking # 1-05369989
LPL Financial Chief Economist Dr. Jeffrey Roach reveals the key for getting sticky prices down to the Fed’s target. And it all happened in the mid-90s.
Tracking:# 1-05360453
Dr. Jeffrey Roach, Chief Economist at LPL Financial shares three top charts about the job market and what it means for businesses and the Fed.
Tracking: 1-05355655
Chief Economist Dr. Jeffrey Roach shares three key insights shaping the markets and the economy right now.
Tracking# 1-05340958
Dr. Jeffrey Roach, Chief Economist for LPL Financial gives three top insights about global market movers.
Tracking 1-05333473
LPL Financial Chief Economist Dr. Jeffrey Roach discusses three key insights about spending behavior and what this might mean for the markets and the economy.
Tracking #1-05326523
Chief Economist Dr. Jeffrey Roach discusses key underlying details of the jobs market.
Tracking #: # 1-05323330