LPL Research

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

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

LPL’s Chief Economist, Dr. Jeffrey Roach explains how treasury demand, financial conditions, and inflation are supporting risk appetite. Tracking: #1162791

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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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

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

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

This week on LPL Market Signals, LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder, and Chief Fixed Income Strategist, Lawrence Gillum, share their latest thoughts on fixed income, including how markets are responding to the ongoing Iran conflict, and preview first quarter earnings season – the S&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, Jeffrey Buchbinder, Chief Equity Strategist, and Dr. Jeffrey Roach, Chief Economist, discuss implications of the Supreme Court’s tariff ruling and share LPL’s updated strategic asset allocation guidance. Stocks responded favorably to the tariff ruling during Friday’s session, locking in a solidly positive week for the S&P 500 and most global stock indexes. Tracking: #1068947

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’s Chief Equity Strategist, Jeffrey Buchbinder, and Head of Macro Strategy, Kristian Kerr, recap a policy whirlwind from last week, discuss whether international stocks can outperform again in 2026, and explain why earnings from S&P 500 companies could grow double digits again this earnings season. Tracking: #847712

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

This week on LPL Market Signals, Jeffrey Buchbinder, Chief Equity Strategist, and Adam Turnquist, Chief Technical Strategist, discuss the furious comeback in the S&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