RSS Amplifier

Podcast

LPL Research

LPL Financial Research team discusses current market trends and look ahead, sharing insightful projections on a weekly basis.

lplfinancial.lpl.comSource feed ↗12 episodes

Live Last read · last published · next check

Latest episodes

Saves to your Listen queue, to pick up on another day or another device.

S&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 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…

Play

Three 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

Play

The 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 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…

Play

Digging into the AI Cycle with CFRA Research | LPL Market Signals

Digging into the AI Cycle with CFRA Research | LPL Market Signals by

Play

Will 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 Network to discuss stronger-than-expected economic growth, rising Treasury yields, inflation pressures, and what could drive the Fed's next move. Tracking: #1153819

Play

Fed 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 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…

Play

What 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. Tracking: #1145370

Play

The 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 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…

Play

Three 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 by hyperscalers, the outlook for refiners amid volatile oil markets, and the setup for big bank earnings this week. Tracking: #1139559

Play

Widening 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 the direction for inflation. Tracking: #1136959

Play

Highlights 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 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.…

Play

The 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 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…

Play