LPL Research

In the latest Market Signals podcast, LPL Research’s Chief Equity Strategist Jeffrey Buchbinder and Chief Fixed Income Strategist Lawrence Gillum recap a strong week for stocks, discuss what’s next for the Federal Reserve (Fed), and explain why stocks have been so resilient in the face of policy headwinds.

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In the latest Market Signals podcast, LPL Research’s Chief Equity Strategist Jeffrey Buchbinder and Chief Technical Strategist Adam Turnquist recap a down week for the S&P 500, share some takeaways from one of the busiest weeks for markets in recent memory, and highlight some interesting trends in technical analysis.

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In the latest Market Signals podcast, LPL Research strategists recap a golden week for the S&P 500, share LPL Research’s latest thoughts on the economy, and preview one of the busiest weeks in recent memory.

Stocks rose last week, sending the S&P 500 Index to more new highs. A trade agreement with Japan and solid earnings results were among the positive catalysts that kept the impressive rally going.

The strategists explain that the economy’s second quarter rebound follows a first quarter suppressed by a surge in imports from businesses front-running tariff threats. The subsequent rebound in growth might create a perception of a strong recovery—likely a head fake. The whiplash in trade policy adversely impacts official economic data and makes it difficult for investors to discern whether the economy is genuinely rebounding or merely experiencing short-term fluctuations.

Next, the strategists preview a very busy week ahead. The highlight of the week will likely be the Fed’s press conference on Wednesday afternoon. The Federal Open Market Committee is expected to keep rates unchanged as the Committee remains in wait-and-see mode. However, we might see some dissents in the statement, plus updates on potential tariff impacts from the Chair during the press conference.

This week also brings trade negotiations with China, a federal court ruling on the legal basis for many of the Trump administration’s tariffs, a huge week of earnings with over 160 S&P 500 companies reporting, and several top-tier economic data points including second quarter GDP, July payrolls, the Fed’s preferred inflation measure, and monthly consumer spending.

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In the latest Market Signals podcast, LPL Research’s Chief Equity Strategist Jeffrey Buchbinder and Chief Fixed Income Strategist Lawrence Gillum recap another positive week for stocks on supportive economic data and earnings news, weigh in on the debate about Fed Chair Jerome Powell’s tenure, and react to the start of earnings season.

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In the latest Market Signals podcast, LPL Research strategists share the team’s outlook for the second half for alternative investments, commodities, and currencies, as discussed in LPL’s Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations.

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In the latest Market Signals podcast, Jeffrey Buchbinder, LPL Research’s Chief Equity Strategist, Dr. Jeffrey Roach, Chief Economist, and Lawrence Gillum, Chief Fixed Income Strategist, share the team’s outlook for the second half for the U.S. economy, equities, and fixed income as discussed in LPL’s Midyear Outlook 2025: Pragmatic Optimism–Measured Expectations. Next week’s podcast will run through the rest of the report.

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In the latest Market Signals podcast, Jeffrey Buchbinder, LPL Research’s Chief Equity Strategist, and Dr. Jeffrey Roach, LPL Research’s Chief Economist, discuss what record highs may mean for stocks going forward, explain how investors might reconcile the stock market’s strength against a mixed economic backdrop, make the case for a strategic allocation to international equities, and preview Thursday’s jobs report.

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In the latest Market Signals podcast, LPL Research’s Chief Equity Strategist Jeffrey Buchbinder and Chief Fixed Income Strategist Lawrence Gillum highlight continued resilience from stocks and bonds in the face of escalation in the Middle East, recap last week’s Fed meeting, and highlight the divergence in the two major Chinese equity markets.

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In the latest Market Signals podcast, LPL Research strategists highlight how resilient stocks have been in the face of a major escalation in the Middle East and walk through seven global charts to provide perspective on oil, commodities, currencies, central banks, and investor positioning.

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LPL Research discusses the return of Goldilocks, the technical setup for the S&P 500, and how share buybacks offer under-the-radar support for the stock market.

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