LPL Research

Episod

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  Muni Yields Are Up. Is Opportunity Up With Them? | LPL Market Signals 06.10.2026 28min

  LPL Chief Fixed Income Strategist Lawrence Gillum and PIMCO's David Hammer explore muni yields, volatility, and investor opportunities. Tracking: #1186265
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  The Market's Biggest Puzzle: Why Stocks Keep Rising as Rates Surge | LPL Market Signals 29.09.2026 17min

  In this week's Market Signals, Head of Macro and Investment Strategy Kristian Kerr and Chief Equity Strategist Jeffrey Buchbinder examine what's shaping today's market, from higher yields and geopolitical tensions to artificial intelligence developments. Tracking: #1183677
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  Biggest Mortgage Gap in Twenty Years | LPL Econ Market Minute 29.09.2026 3min

  LPL’s Chief Economist, Dr. Jeffrey Roach explains how inflation, dollar strength, and the mortgage-rate gap are shaping the economy. Tracking: #1183078
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  What Matters Most for Global Investors Right Now? | LPL Market Signals 21.09.2026 31min

  What’s really driving international markets right now? This week, Ron Temple, Managing Director and Chief Market Strategist at Lazard, joins LPL Market Signals to separate signal from noise across developed and emerging markets. Ron explains why AI has become a defining force in global capital flows, how China's approach to the AI race differs dramatically from the U.S., and why investors may be disappointed if they're expecting a major stimulus wave from Beijing. The conversation also explores factors impacting the U.S. dollar and what investors should watch as President Trump and President Xi meet in Washington this week. Tracking: #1178234
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  Why AI Needs Humans | LPL Market Signals 15.09.2026 32min

  In this week’s LPL Market Signals, Chief Economist Dr. Jeffrey Roach is joined by Dr. Torsten Slok of Apollo Global Management to discuss a variety of topics including how AI is impacting the job market and why a world short on savings could keep rates higher for longer. Tracking: #1175034
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  Field Reports From LPL’s Investment Manager Research Team | LPL Market Signals 08.09.2026 26min

  Few due diligence analysts or strategists talk to more portfolio managers than Scott Froidl from LPL’s Investment Manager Research team. In this week’s LPL Market Signals podcast, Scott shares what he’s been hearing from the many portfolio managers he talks to. He shares common themes, out of consensus views, potential market mis-pricings, underappreciated risks, and more in a jam-packed half hour. Tracking: #1171385
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  Warsh’s Jackson Hole Redemption | LPL Market Signals 01.09.2026 23min

  In this week’s LPL Market Signals, Chief Fixed Income Strategist Lawrence Gillum and Chief Economist Jeff Roach talk key takeaways from last week’s Jackson Hole Symposium. After weeks of market doubt, Chair Kevin Warsh used Jackson Hole to put inflation first, retire regular forward guidance, and say the Fed still “has work to do.” Traders took it as a credibility reset: September hike odds jumped from the mid-30s toward a coin flip or better, two-year yields rose, the dollar firmed, and gold slipped, while the long end stayed relatively contained. The strategists unpack whether that reaction was justified, what the next jobs and inflation prints must show, and how advisors should talk with clients about cash, duration, and rate volatility from here. Tracking: #1167923
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  S&P 500 at Record Highs: What Stocks, Bonds, Gold & the Dollar Are Signaling | LPL Market Signals 26.08.2026 28min

  In this week's Market Signals, LPL Head of Macro Strategy Kristian Kerr sits down with LPL Chief Technical Strategist Adam Turnquist for a cross-asset tour of today's most important market trends. From the S&P 500's push toward record highs and sharp swings in Treasury yields to the outlook for the U.S. dollar, gold, energy, and broader commodities. Tune in for actionable insights and what investors should watch out for as markets head into the historically challenging post-Labor Day period. Tracking: #1164875
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  Three Reasons Complacent Investors Are Looking Past Near-Term Risks | LPL Econ Market Minute 20.08.2026 2min

  LPL’s Chief Economist, Dr. Jeffrey Roach explains how treasury demand, financial conditions, and inflation are supporting risk appetite. Tracking: #1162791
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  The Inflection Point | LPL Market Signals 18.08.2026 41min

  The equity market has powered to fresh highs, but can the rally continue? Ryan Isherwood, Founder and CEO of Significance Capital, joins the LPL Market Signals podcast to discuss the forces driving markets today and the potential catalysts that could reshape leadership tomorrow. From the durability of the current breakout and record AI investment trends to credit market risks, interest rates, and the growth versus value debate, Ryan outlines the bull and bear cases for investors. At the heart of the discussion is a key question: Are markets nearing a major inflection point?
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  Digging into the AI Cycle with CFRA Research | LPL Market Signals 11.08.2026 34min

  Digging into the AI Cycle with CFRA Research | LPL Market Signals by
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  Will Strong Economic Data Force Fed Action in September? | LPL Market Signals 04.08.2026 21min

  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
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  Fed Week: To Hike or Not to Hike, That is the Question | LPL Market Signals 28.07.2026 33min

  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
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  What New Fed Leadership Means for Investors | LPL Econ Market Minute 24.07.2026 3min

  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
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  The Great Portfolio Reset: What Comes After 60/40? | LPL Market Signals 21.07.2026 25min

  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
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  Three Earnings Topics to Watch During Second Quarter Earnings Season | LPL Market Signals 14.07.2026 37min

  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
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  Widening Divergence in the Global Economies | LPL Econ Market Minute 09.07.2026 4min

  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
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  Highlights From LPL Research’s Midyear Outlook 2026 | LPL Market Signals 07.07.2026 24min

  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
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  The Political Economy of Real Assets | LPL Market Signals 26.06.2026 49min

  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
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  Oil Prices Likely Impacted by China | LPL Econ Market Minute 25.06.2026 3min

  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