LPL Research

Episodes

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  Three Reasons Complacent Investors Are Looking Past Near-Term Risks | LPL Econ Market Minute 20.08.2026 2m

  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 41m

  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 34m

  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 21m

  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 33m

  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 3m

  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 25m

  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 37m

  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 4m

  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 24m

  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 49m

  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 3m

  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
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  Shock, Awe, and a Hawkish Turn: The First Warsh Fed Meeting | LPL Market Signals 23.06.2026 25m

  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
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  Midterms and Markets: An Early Look Ahead | LPL Market Signals 16.06.2026 26m

  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
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  Spending Plans Were Delayed, Not Canceled | LPL Econ Market Minute 12.06.2026 3m

  Dr. Jeffrey Roach, Chief Economist for LPL Financial analyzes central banks’ continued shift towards gold, recent developments regarding C&I loans, and the nuances of consumer buying patterns. Tracking: #1120572
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  Factor Frenzy: What's driving the volatility beneath the surface? | LPL Market Signals 11.06.2026 27m

  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
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  Navigating Tight Spreads and Big Themes: PGIM on the Corporate Bond Outlook | LPL Market Signals 02.06.2026 33m

  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
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  The Technical Edge: Markets in Focus | LPL Market Signals 27.05.2026 29m

  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
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  Global Bond Selloff: What’s Driving the Move Higher in Long-End Yields? | LPL Market Signals 19.05.2026 26m

  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
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  Global Uncertainty Likely to Impact Inflation More Than Growth | LPL Econ Market Minute 14.05.2026 2m

  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