LPL Research

Latest Episodes:

A Busy Week for Central Banks | LPL Market Signals Dec 14, 2022

Show notes

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 Dec 07, 2022

Show notes

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 Nov 30, 2022

Show notes

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 Nov 22, 2022

Show notes

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 Nov 15, 2022

Show notes

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 Nov 09, 2022

Show notes

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 Oct 25, 2022

Show notes

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 Oct 18, 2022

Show notes

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 Oct 12, 2022

Show notes

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 Oct 04, 2022

Show notes

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 16:57 - WTI Crude Futures (Nov 22) 17:58 - Historical Bearishness 19:17 - Tactical Bounce Pending? - View #1 20:03 Tactical Bounce Pending? - View #2 21:00 - Inflation Snapshot - Directional Change 24:36 - Updated 10-Year Treasury Yield Forecast 27:49 - Recently Neutralized Duration Weight 30:17 - High Yield Companies Have Termed Out Debt 33:56 - Closing Tracking#: 1-05333969

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected