Market Signals by LPL Financial

Hosted by LPL Financial

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401

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Jun 2026

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About the show

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

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June 16, 202626 min

Midterms and Markets: An Early Look Ahead | LPL Market Signals

This week on LPL Market Signals, LPL Research and LPL Government Relations team up to discuss the setup for midterm elections and how the outcome might affect markets. Topics discussed include: Is the Senate in play and what are expected to be the key issues for voters in November? How much market volatility might this election cycle bring? What are some of the key policies on the table that could move markets in the second half? What if anything bipartisan might get done under divided government? Watch for a midterm elections preview in LPL’s Midyear Outlook 2026, scheduled for release on July 7. Tracking: #1126134

June 12, 20263 min

Spending Plans Were Delayed, Not Canceled | LPL Econ Market Minute

Dr. Jeffrey Roach, Chief Economist for LPL Financial analyzes central banks’ continued shift towards gold, recent developments regarding C&I loans, and the nuances of consumer buying patterns. Tracking: #1120572

June 11, 202627 min

Factor Frenzy: What's driving the volatility beneath the surface? | LPL Market Signals

Markets are sending mixed signals — headline indexes tell one story, but beneath the surface, powerful factor shifts are driving the action. In this week’s Market Signals, Kristian Kerr sits down with Tom Shipp to unpack the momentum unwind, hidden rotations, and what it all means for investors right now. Don’t miss this deep dive into the hidden forces shaping today’s equity market. Tracking: #1120570

June 2, 202633 min

Navigating Tight Spreads and Big Themes: PGIM on the Corporate Bond Outlook | LPL Market Signals

In this episode of LPL Market Signals, we sit down with PGIM to break down the state of the economy and corporate credit markets amid geopolitical uncertainty and shifting Fed expectations. We explore resilient earnings, improving credit quality, and the tension between tight spreads and attractive yields. The conversation also dives into duration positioning, heavy issuance in AI and tech, private credit risks, and what lies ahead for corporate bond investors in the second half of 2026. Tracking: #1116029

May 27, 202629 min

The Technical Edge: Markets in Focus | LPL Market Signals

Katie Stockton, founder of Fairlead Strategies, joins the LPL Market Signals podcast this week to share her disciplined, technically driven approach to navigating today’s markets. In the conversation, Katie breaks down her framework for analyzing price trends, momentum, and market breadth, offering listeners a clear view into how she uses technical analysis to identify shifting conditions, emerging opportunities, and manage risk. She walks through how her process helps filter out noise and focus on actionable signals, particularly in an environment where crosscurrents are driving heightened uncertainty. Katie highlights key areas of relative strength across sectors, while also pointing to pockets of vulnerability that investors should be mindful of. The discussion also highlights some non-consensus opportunities, including in health care, where she explains how select industries within the sector are beginning to show improving technical profiles, despite broader skepticism. Tracking: #1114827

May 19, 202626 min

Global Bond Selloff: What’s Driving the Move Higher in Long-End Yields? | LPL Market Signals

A sharp global bond selloff is unfolding, with long-end yields surging across the U.S., U.K., and Japan as markets reprice inflation risks, policy, and supply dynamics. In this episode, we break down the global forces driving the move, from central banks falling behind the curve to rising term premia and geopolitics. We also explore the implications for equities, credit, and portfolio positioning, and what levels could bring buyers back into the bond market. Tracking: #1111755

May 14, 20262 min

Global Uncertainty Likely to Impact Inflation More Than Growth | LPL Econ Market Minute

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

May 12, 202631 min

Talking Tech and AI | LPL Market Signals

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

May 5, 202625 min

Inside Private Credit: What the Market Is Missing | LPL Market Signals

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

April 28, 202633 min

Busy Week for Central Banks | LPL Market Signals

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