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LPL Research

LPL Research

LPL Research 406 Episodes Aug 20, 2026

LPL Financial Research podcast delivers weekly discussions on current market trends and forward-looking projections. The team from LPL Financial, a major financial services firm, analyzes economic indicators and investment strategies. Listeners gain professional insights to help inform their financial decisions.

Episodes

Three Reasons Complacent Investors Are Looking Past Near-Term Risks | LPL Econ Market Minute
Three Reasons Complacent Investors Are Looking Past Near-Term Risks | LPL Econ Market Minute Aug 20, 2026 00:02:26 LPL’s Chief Economist, Dr. Jeffrey Roach explains how treasury demand, financial conditions, and inflation are supporting risk appetite. Tracking: #1162791
The Inflection Point | LPL Market Signals
The Inflection Point | LPL Market Signals Aug 18, 2026 00:41:17 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
Digging into the AI Cycle with CFRA Research | LPL Market Signals
Digging into the AI Cycle with CFRA Research | LPL Market Signals Aug 11, 2026 00:34:37 Digging into the AI Cycle with CFRA Research | LPL Market Signals by
Will Strong Economic Data Force Fed Action in September? | LPL Market Signals
Will Strong Economic Data Force Fed Action in September? | LPL Market Signals Aug 4, 2026 00:21:45 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
Fed Week: To Hike or Not to Hike, That is the Question | LPL Market Signals
Fed Week: To Hike or Not to Hike, That is the Question | LPL Market Signals Jul 28, 2026 00:33:35 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 co
What New Fed Leadership Means for Investors | LPL Econ Market Minute
What New Fed Leadership Means for Investors | LPL Econ Market Minute Jul 24, 2026 00:03:30 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
The Great Portfolio Reset: What Comes After 60/40? | LPL Market Signals
The Great Portfolio Reset: What Comes After 60/40? | LPL Market Signals Jul 21, 2026 00:25:25 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
Three Earnings Topics to Watch During Second Quarter Earnings Season | LPL Market Signals
Three Earnings Topics to Watch During Second Quarter Earnings Season | LPL Market Signals Jul 14, 2026 00:37:37 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
Widening Divergence in the Global Economies | LPL Econ Market Minute
Widening Divergence in the Global Economies | LPL Econ Market Minute Jul 9, 2026 00:04:19 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
Highlights From LPL Research’s Midyear Outlook 2026 | LPL Market Signals
Highlights From LPL Research’s Midyear Outlook 2026 | LPL Market Signals Jul 7, 2026 00:24:39 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. L
The Political Economy of Real Assets | LPL Market Signals
The Political Economy of Real Assets | LPL Market Signals Jun 26, 2026 00:49:27 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 re
Oil Prices Likely Impacted by China | LPL Econ Market Minute
Oil Prices Likely Impacted by China | LPL Econ Market Minute Jun 25, 2026 00:03:26 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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