LPL Research

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...

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...

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. Tracki...

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...

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, albei...

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 marke...