Market Signals by LPL Financial

LPL’s Chief Economist Jeffrey Roach analyzes supply shocks as a result of the Iran conflict, potential Fed actions, and the roles artificial intelligence could soon be playing in the wider economy. Economic Navigator: https://www.lpl.com/content/dam/edam/research/publications/economic-navigator/economic-navigator-05-13-26.pdf Tracking: #1109373

In the latest LPL Market Signals podcast, Jeffrey Buchbinder, Chief Equity Strategist, and Thomas Shipp, Head of Equity Research, discuss the technology sector and the AI buildout. They tackle the following AI topics, including where we are in the capital cycle, how to think about capital intensity when valuation technology stocks, whether to favor the “picks and shovels” building AI or the adopters, and what the risks are associated with concentration of the AI ecosystem. Tracking: #1105269

On this week’s Market Signals, Kristian Kerr, Head of Macro Strategy, sits down with Andrew Deck, Head of Alternative Investments at LPL Financial, to unpack what’s really happening in private credit. Drawing on decades of institutional experience, Andrew explains why current concerns are mostly overblown, where real risks and opportunities lie, and why manager discipline matters more than headlines. The conversation also explores liquidity, dispersion, and how advisors should think about alternatives in portfolios going forward. Tracking: #1101416

In this edition of LPL Market Signals, Lawrence Gillum, Chief Fixed Income Strategist and Adam Turquist, Chief Technical Strategist dig into a busy week for Central Banks with the Federal Reserve (Fed), European Central Bank (ECB), Bank of England (BOE) and Bank of Japan (BOJ) all set to meet this week. Tracking: #1097807

Econ Market Minute by

LPL Research recaps last week’s market action, previews this week’s Fed policy meeting, and discusses why European stocks look less attractive. Tracking: # 480068

In the latest LPL Market Signals podcast, the LPL Research strategists recap another relatively subdued week for stocks, discuss what the Fed’s presumed pause in its rate hiking campaign might mean for bonds, and provide some numbers that put a solid first-quarter earnings season in perspective.Tracking# 1-05370462

LPL Research looks at upcoming Fed policy, cooling economic conditions, and what investors may want to consider about high interest rates.Tracking #1-05343711

LPL Research discusses the latest surge in yields and if a recession could be on the horizon.Tracking #: # 1-05271551

LPL Research discusses the latest surge in yields and if a recession could be on the horizon.Tracking #: # 1-05271551

LPL Research discusses why inflation could be very close to a major peak and looks at what could be a challenging earnings season.Tracking #: # 1-05269155