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.

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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.

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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.

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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.

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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.

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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

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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 valuing 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.

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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.

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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.

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Dr. Jeffrey Roach, Chief Economist, examines how energy price shocks shape inflation, growth, and Fed policy as well as why natural gas may soon rival oil in global energy use.

https://www.eia.gov/outlooks/aeo/index.php

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