LPL Research

Business EN ↓ 420 episodes

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

Be sure to visit the podcast's website and support the creator: lplfinancial.lpl.com

Author

LPL Research

Episodes

Who’s Right, the Fed or the Market? | LPL Market Signals 04.04.2023 36:24

LPL Research discusses another solid week for stocks amidst ongoing bank fears, whether the Fed or the markets are more right about the economic growth, and their outlook for rest of the year. Tracking #: 1-05366386

Who's to Blame? | LPL Market Signals 28.03.2023 35:33

LPL Research discusses recent gains in the stock market despite ongoing bank stress, Silicon Valley Bank’s failure, and highlight several charts investors should be watching. Tracking # 1-05365476

Assessing Contagion Risk Following UBS-Credit Suisse Tie-Up | LPL Market Signals 21.03.2023 32:12

LPL Research reacts to the news that UBS would acquire Credit Suisse, gauges the risk of contagion, and previews this week’s Fed policy meeting. Tracking # 1-05364899

Silicon Valley Bank Collapse | LPL Market Signals 14.03.2023 45:24

LPL Research discusses implications of the SVB collapse, assesses the risk of contagion, and reviews the team’s latest asset allocation views. Tracking # 1-05363785

Stocks Show Resilience | LPL Market Signals 07.03.2023 32:26

LPL Research discusses last week’s market activity, why LPL Research lowered its year-end target for the S&P 500, this week’s economic events, and more. Tracking: 1-05362870

Higher for Longer | LPL Market Signals 28.02.2023 34:35

LPL Research explains why investors shouldn’t worry much about the impending debt ceiling standoff, discusses implications of more Fed rate hikes, and more. Tracking #: 1-05362048

Bent, Not Broken | LPL Market Signals 22.02.2023 25:58

LPL Research provides insight on the latest price action in equity markets and highlights what to watch for the week ahead. Tracking# 1-05361259

Is a Soft Landing Priced In? | LPL Market Signals 14.02.2023 30:02

LPL Research discusses last week’s key economic events, improving prospects for a soft landing for the U.S. economy, and an assessment of the economic outlook. Tracking : 1-05360523

Markets Get a Mix of Good Enough and Too Good | LPL Market Signals 07.02.2023 36:55

LPL Research discusses last week’s key economic events, international equities, and the market’s positive reaction to soft earnings season. Tracking# 1-05359588

January Trifecta, the Fed, and More | LPL Market Signals 01.02.2023 29:47

LPL Research discusses the latest economic data, earnings season, and the stock market’s January trifecta. Tracking: 1-05358455

Bull-Bear Debate | LPL Market Signals 24.01.2023 35:55

LPL Research discusses some changes in market leadership, lay out the bull and bear cases for stocks, and preview key economic data for the week ahead. Tracking# 1-05357401

Silver Linings in Earnings and the Charts | LPL Market Signals 17.01.2023 36:56

LPL Research recap a strong week for capital markets, preview fourth quarter earnings season, and highlight several key charts to watch. Tracking: 1-05356296

Technical Pregame Talk Before Kickoff to Earnings Season | LPL Market Signals 10.01.2023 29:27

LPL Research discusses the current technical backdrop for markets ahead of this week’s highly anticipated CPI report and kick-off to fourth-quarter earnings season Tracking: 1-05355219

Setting Expectations for Fed Interest Rate Policy Glide Path in 2023 | LPL Market Signals 03.01.2023 20:59

LPL Research discusses the outlook for the Federal Reserve rate hiking campaign in 2023. Tracking# 1-05353781

U.S. Equity Markets are Down but not Out | LPL Market Signals 20.12.2022 32:00

LPL Research explores the recent technical damage to U.S. equity markets and the potential for seasonal tailwinds into next year. Tracking: 1-05352511

A Busy Week for Central Banks | LPL Market Signals 14.12.2022 22:47

LPL Research discusses the recent inflation report, this week’s Fed meeting and other central bank meetings taking place this week. Tracking # 1-05351338

Discussing the Possibility of “Soft-ish” Economic Landing | LPL Market Signals 07.12.2022 34:40

LPL Financial Chief Economist Jeffrey Roach joins Chief Investment Officer Marc Zabicki to discuss recent jobs and other economic numbers that are decelerating, but at a modest rate. Tracking#: 1-05350153

More Fed-speak and China Covid Policy Uncertainty | LPL Market Signals 30.11.2022 29:41

LPL Research discusses the payroll report, the Personal Consumption Expenditures Index (PCE) and the Federal Reserve’s preferred measure of inflation. Tracking#: 1-05348957

Corporate Credit Fundamentals Remain Healthy | LPL Market Signals 22.11.2022 24:15

LPL Research discusses the recent Federal Reserve “fedspeak”, FOMC meeting minutes expectations, and updates on the health of the corporate credit markets. Tracking 1-05348296

U.S. Equities Make Technical Progress as Commodity Market Leadership Changes | LPL Market Signals 15.11.2022 25:04

LPL Research breaks down the market implications from the latest developments surrounding China and domestic inflation. Tracking# 1-05346904

Fed Chair Powell Tamps Down Expectations Again | LPL Market Signals 09.11.2022 27:23

LPL Research discusses last week’s Fed meeting and the election. Tracking# 1-05345624

Xi Jinping Consolidates Power, Dollar Strength and Treasury Market Instability | LPL Market Signals 25.10.2022 39:29

LPL Research discusses the outcome of the 20th China Communist Party Congress and what it may mean for global policy, capital markets, and emerging markets. Tracking # 1-05341481

Focused on Treasury Liquidity and Fixed-Income Opportunity | LPL Market Signals 18.10.2022 39:34

LPL Research discusses global equity markets, last week’s key drivers, and earnings season.

Falling Input Costs Seem To Point To Further Deceleration in U.S. Inflation | LPL Market Signals 12.10.2022 29:02

In the latest LPL Market Signals podcast, LPL Research discusses the upcoming CPI report, inflationary pressures, and if Fed rate hikes are working. Tracking#: 1-05336824

Are We Due For A Technical Bounce? | LPL Market Signals 04.10.2022 36:19

LPL Research discusses if the equity market is due for a technical bounce. They also provide an update on current thinking around fixed income markets and an updated year-end target for the 10-year Treasury Yield. Chapters: 00:00 - Intro 01:00 - Last Week's Key Drivers 11:57 - Key Economic Data This Week - U.S. 13:53 - Key Economic Data This Week - Non-U.S. 14:33 - Key Issues Upcoming This Week 16...