LPL Research

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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This week’s Market Signals podcast examines the market’s return to record highs through both fundamental and technical lenses. The strategists explore why earnings growth expectations have remained resilient despite a challenging geopolitical environment and discuss the ongoing strength of the secular artificial intelligence theme and its significance to the broader equity growth narrative. These fundamental views are weighed against recent price action, with the strategists noting that most of the prior technical damage from last month has been repaired and that mega-cap stocks are beginning to reassert leadership. The discussion also covers positioning trends, highlighting a shift in institutional demand while retail investors have largely stayed on the sidelines during the recovery. The episode concludes with a deeper dive into the energy sector, including what the recent pullback in oil prices could signal for the longer-term cycle.

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With the help of a special guest, Dr. Jeffrey Roach, Chief Economist, and Lawrence Gillum, Chief Fixed Income Strategist, talked about what the impact the Iran Conflict is having on economic growth and inflation expectations with risks to the downside and upside, respectively. Additionally, why the equity markets were effectively looking through the Middle East conflict due to strong earnings expectations keeping market volatility in check. They then discussed the diverging path of central bank policy, particularly between the Federal Reserve (Fed) and the European Central Bank (ECB) and what that could mean for both equity and fixed income investors. Finally, despite the ongoing narrative on “sell America”, the three discussed the current performance of the U.S. Dollar and why continued calls for its demise as a reserve currency are overdone, in their view.

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In the latest episode of the Econ Market Minute, LPL's Chief Economist, Dr. Jeffrey J. Roach, gives you a few key factors to consider during periods of uncertainty in the market.

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This week on LPL Market Signals, Jeffrey Buchbinder, Chief Equity Strategist, and Kristian Kerr, Head of Macro Strategy, provide an updated assessment of U.S. and global macroeconomic environment with six charts and share some historical perspective on the stock market’s resilience in the face of such significant geopolitical stress.

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This week on LPL Market Signals, LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder, and Chief Fixed Income Strategist, Lawrence Gillum, share their latest thoughts on fixed income, including how markets are responding to the ongoing Iran conflict, and preview first quarter earnings season – the S&P 500 is expected to deliver a sixth consecutive quarter of double-digit earnings growth.

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Dr. Jeffrey Roach, LPL’s Chief Economist, gives insight into the oil market, highlights where construction spending is going, and why recession risks are lower than expected.

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This week on LPL Market Signals, Chief Equity Strategist Jeff Buchbinder and Chief Economist Jeffrey Roach recap the fourth straight down week for stocks amid war in Iran, provide some perspective on potential economic impacts of the oil price shock, and share four charts that can help nervous investors stay the course.

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This week on LPL Market Signals, the strategists recap last week’s market response to the ongoing war in Iran, check the charts to assess technical damage, and discuss what they are watching to determine where stocks go from here.

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