Shows / LPL Research
LPL Research
LPL Financial Research team discusses current market trends and look ahead, sharing insightful projections on a weekly basis.
Episodes
LPL ResearchAI, the Fed, and France: Three Shifts to Watch | LPL Econ Market Minute
LPL’s Chief Economist, Dr. Jeffrey Roach examines how AI, Fed meeting changes, and fiscal pressures in France are shaping the outlook. Tracking: #1199104
LPL ResearchBeyond AI: Following the Flow of Capital | LPL Market Signals (Full Episode)
Thomas Shipp, Head of Equity Research at LPL, joins us this week to look beyond the major indexes and unpack what is changing underneath the surface of the…
LPL ResearchReactions from Three Significant Conversations Around the Globe | LPL Market Signals
LPL’s Chief Economist, Dr. Jeffrey Roach reacts to the co-founder of Anthropic, a presentation from the Fed’s Kevin Warsh, and a speech by the President of…
LPL ResearchTalking AI With Alger | LPL Market Signals
LPL Chief Equity Strategist Jeffrey Buchbinder and Alger Director of Market Strategy Brad Neuman discuss AI spending, opportunities, risks, and earnings…
LPL ResearchMuni Yields Are Up. Is Opportunity Up With Them? | LPL Market Signals
LPL Chief Fixed Income Strategist Lawrence Gillum and PIMCO's David Hammer explore muni yields, volatility, and investor opportunities. Tracking: #1186265
LPL ResearchThe Market's Biggest Puzzle: Why Stocks Keep Rising as Rates Surge | LPL Market Signals
In this week's Market Signals, Head of Macro and Investment Strategy Kristian Kerr and Chief Equity Strategist Jeffrey Buchbinder examine what's shaping…
LPL ResearchBiggest Mortgage Gap in Twenty Years | LPL Econ Market Minute
LPL’s Chief Economist, Dr. Jeffrey Roach explains how inflation, dollar strength, and the mortgage-rate gap are shaping the economy. Tracking: #1183078
LPL ResearchWhat Matters Most for Global Investors Right Now? | LPL Market Signals
What’s really driving international markets right now? This week, Ron Temple, Managing Director and Chief Market Strategist at Lazard, joins LPL Market Signals…
LPL ResearchWhy AI Needs Humans | LPL Market Signals
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…
LPL ResearchField Reports From LPL’s Investment Manager Research Team | LPL Market Signals
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…
LPL ResearchWarsh’s Jackson Hole Redemption | LPL Market Signals
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…
LPL ResearchS&P 500 at Record Highs: What Stocks, Bonds, Gold & the Dollar Are Signaling | LPL Market Signals
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…
LPL ResearchThree Reasons Complacent Investors Are Looking Past Near-Term Risks | LPL Econ Market Minute
LPL’s Chief Economist, Dr. Jeffrey Roach explains how treasury demand, financial conditions, and inflation are supporting risk appetite. Tracking: #1162791
LPL ResearchThe Inflection Point | LPL Market Signals
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…
LPL ResearchDigging into the AI Cycle with CFRA Research | LPL Market Signals
Digging into the AI Cycle with CFRA Research | LPL Market Signals by
LPL ResearchWill Strong Economic Data Force Fed Action in September? | LPL Market Signals
In this week's Market Signals podcast, Chief Economist Dr. Jeffrey Roach is joined by Chief Market Strategist Chris Fasciano from Commonwealth Financial…
LPL ResearchFed Week: To Hike or Not to Hike, That is the Question | LPL Market Signals
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…
LPL ResearchWhat New Fed Leadership Means for Investors | LPL Econ Market Minute
LPL's Chief Economist Dr. Jeffrey Roach highlights three key market impacts of new Federal Reserve leadership, from AI-driven productivity to dollar strength…
LPL ResearchThe Great Portfolio Reset: What Comes After 60/40? | LPL Market Signals
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…
LPL ResearchThree Earnings Topics to Watch During Second Quarter Earnings Season | LPL Market Signals
On this week’s LPL Market Signals, LPL strategists highlight three themes investors should watch this earnings season: The outlook for AI capital investments…
LPL ResearchWidening Divergence in the Global Economies | LPL Econ Market Minute
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…
LPL ResearchHighlights From LPL Research’s Midyear Outlook 2026 | LPL Market Signals
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…
LPL ResearchThe Political Economy of Real Assets | LPL Market Signals
Will Thompson, Founder and Managing Partner of Massif Capital, joins the LPL Market Signals podcast to discuss the evolving dynamics across the broader…
LPL ResearchOil Prices Likely Impacted by China | LPL Econ Market Minute
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…
LPL ResearchShock, Awe, and a Hawkish Turn: The First Warsh Fed Meeting | LPL Market Signals
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…
LPL ResearchMidterms and Markets: An Early Look Ahead | LPL Market Signals
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…
LPL ResearchSpending Plans Were Delayed, Not Canceled | LPL Econ Market Minute
Dr. Jeffrey Roach, Chief Economist for LPL Financial analyzes central banks’ continued shift towards gold, recent developments regarding C&I loans, and the…
LPL ResearchFactor Frenzy: What's driving the volatility beneath the surface? | LPL Market Signals
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…
LPL ResearchNavigating Tight Spreads and Big Themes: PGIM on the Corporate Bond Outlook | LPL Market Signals
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…
LPL ResearchThe Technical Edge: Markets in Focus | LPL Market Signals
Katie Stockton, founder of Fairlead Strategies, joins the LPL Market Signals podcast this week to share her disciplined, technically driven approach to…
LPL ResearchGlobal Bond Selloff: What’s Driving the Move Higher in Long-End Yields? | LPL Market Signals
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…
LPL ResearchGlobal Uncertainty Likely to Impact Inflation More Than Growth | LPL Econ Market Minute
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…
LPL ResearchTalking Tech and AI | LPL Market Signals
In the latest LPL Market Signals podcast, Jeffrey Buchbinder, Chief Equity Strategist, and Thomas Shipp, Head of Equity Research, discuss the technology sector…
LPL ResearchInside Private Credit: What the Market Is Missing | LPL Market Signals
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…
LPL ResearchBusy Week for Central Banks | LPL Market Signals
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…
LPL ResearchEnergy, Inflation, and Markets in an Uncertain World | LPL Econ Market Minute
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…
LPL ResearchEvaluating the Rally to Record Highs: Fundamentals vs. Technicals | LPL Market Signals
This week’s Market Signals podcast examines the market’s return to record highs through both fundamental and technical lenses. The strategists explore why…
LPL ResearchAround the World in Less than 30 Minutes | LPL Market Signals
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…
LPL ResearchThree Factors That Matter in Times of Market Uncertainty | LPL Econ Market Minute
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…
LPL ResearchFor Global Markets, It’s All About Oil | LPL Market Signals
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…
LPL ResearchThe Most Important Chart in the Bond Market | LPL Market Signals
This week on LPL Market Signals, LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder, and Chief Fixed Income Strategist, Lawrence Gillum, share their…
LPL ResearchHormuz Is Most Important for Asia. Less So for U.S. | LPL Econ Market Minute
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…
LPL ResearchA Strong Case for Staying the Course Amid Volatility | LPL Market Signals
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…
LPL ResearchTechnical Damage Has Been Done but Have We Passed Peak Fear in Markets? | LPL Market Signals
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…
LPL ResearchDollar Strength, Energy Resilience, and the Future of Work | LPL Econ Market Minute
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…
LPL ResearchIran War Upends Risk Markets and Safe Havens | LPL Market Signals
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…
LPL ResearchAssessing Market Impacts of Iran Airstrikes | LPL Market Signals
This week on LPL Market Signals, Chief Equity Strategist Jeff Buchbinder and Chief Fixed Income Strategist Lawrence Gillum, discuss potential stock and bond…
LPL ResearchTrade, Tariffs, and Trajectories | LPL Econ Market Minute
LPL’s Chief Economist, Dr. Jeffrey Roach highlights what lies ahead for businesses and the economy as Fed officials highlight potential financial risks, the…
LPL ResearchTariff Ruling Reaction and Strategic Allocation Snapshot | LPL Market Signals
This week on LPL Market Signals, Jeffrey Buchbinder, Chief Equity Strategist, and Dr. Jeffrey Roach, Chief Economist, discuss implications of the Supreme…
LPL ResearchStocks Sell Off on AI Whack-a-Mole | LPL Market Signals
This week on LPL Market Signals, Chief Equity Strategist Jeff Buchbinder and Chief Technical Strategist Adam Turnquist explore the shifting AI narrative and…
LPL ResearchThe Takaichi Trade Could Agitate Currencies | LPL Econ Market Minute
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…
LPL ResearchDow 50,000 is Cool, But How About an Emerging Markets Breakout? | LPL Market Signals
This week on LPL Market Signals, Jeffrey Buchbinder, Chief Equity Strategist, and Kristian Kerr, Head of Macro Strategy, discuss the market rotation that has…
LPL ResearchWhat Fed Chair Nominee Kevin Warsh Could Mean for Markets | LPL Market Signaks
This week on LPL Market Signals, Jeffrey Buchbinder, Chief Equity Strategist and Lawrence Gillum, Chief Fixed Income Strategist, recap last week’s gain for…
LPL ResearchMixed Macro Picture: Jobs Weakening, Growth Holding Up | LPL Econ Market Minute
LPL’s Chief Economist, Dr. Jeffrey Roach discusses the transitioning job market, the indispensable role of productivity, and what is happening with government…
LPL ResearchProductivity Packs Potential for the Economy and the Stock Market | LPL Market Signals
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…
LPL ResearchCharting the Markets: The Great Divide | LPL Market Signals
This week on LPL Market Signals, Chief Equity Strategist Jeff Buchbinder and Chief Technical Strategist Adam Turnquist discuss the rotations within the stock…
LPL ResearchU.S. Exceptionalism and Declining Import Prices | LPL Econ Market Minute
Dr. Jeffrey Roach, LPL Research’s Chief Economist, discusses the job market, current productivity levels, and a decline in import prices. Tracking: #850076
LPL ResearchWill International Stocks Outperform U.S. Again in 2026? | LPL Market Signals
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…
LPL Research2025 Forecast Hits and Misses, Kicking Off 2026 With Hot Bond Topics | LPL Market Signals
This week on LPL Market Signals, LPL Research’s Chief Equity Strategist Jeffrey Buchbinder and Chief Fixed Income Strategist Lawrence Gillum recap a tepid…
LPL ResearchStock Market Rallies, Rotations, and Record Highs | LPL Market Signals
This week on LPL Market Signals, LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder, and Chief Technical Strategist, Adam Turnquist, recap last week’s…