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LPL’s Chief Economist, Dr. Jeffrey Roach examines how AI, Fed meeting changes, and fiscal pressures in France are shaping the outlook. Tracking: #1199104

Thomas Shipp, Head of Equity Research at LPL, joins us this week to look beyond the major indexes and unpack what is changing underneath the surface of the market. Tom discusses signs that capital is beginning to flow back toward quality businesses outside the AI trade, why free cash flow and capital discipline are becoming more important, and highlights three things he is watching for in hyperscaler earnings this quarter. He also explains why the next phase of the market may be less about promises and more about proving that investment can generate real returns. Tracking #1197365

LPL’s Chief Economist, Dr. Jeffrey Roach reacts to the co-founder of Anthropic, a presentation from the Fed’s Kevin Warsh, and a speech by the President of France on discerning the times. Tracking #1192846

LPL Chief Equity Strategist Jeffrey Buchbinder and Alger Director of Market Strategy Brad Neuman discuss AI spending, opportunities, risks, and earnings. Tracking: #1190338

LPL Chief Fixed Income Strategist Lawrence Gillum and PIMCO's David Hammer explore muni yields, volatility, and investor opportunities. Tracking: #1186265

In this week's Market Signals, Head of Macro and Investment Strategy Kristian Kerr and Chief Equity Strategist Jeffrey Buchbinder examine what's shaping today's market, from higher yields and geopolitical tensions to artificial intelligence developments. Tracking: #1183677

LPL’s Chief Economist, Dr. Jeffrey Roach explains how inflation, dollar strength, and the mortgage-rate gap are shaping the economy. Tracking: #1183078

What’s really driving international markets right now? This week, Ron Temple, Managing Director and Chief Market Strategist at Lazard, joins LPL Market Signals to separate signal from noise across developed and emerging markets. Ron explains why AI has become a defining force in global capital flows, how China's approach to the AI race differs dramatically from the U.S., and why investors may be disappointed if they're expecting a major stimulus wave from Beijing. The conversation also explores factors impacting the U.S. dollar and what investors should watch as President Trump and President Xi meet in Washington this week. Tracking: #1178234

In this week’s LPL Market Signals, Chief Economist Dr. Jeffrey Roach is joined by Dr. Torsten Slok of Apollo Global Management to discuss a variety of topics including how AI is impacting the job market and why a world short on savings could keep rates higher for longer. Tracking: #1175034

Few due diligence analysts or strategists talk to more portfolio managers than Scott Froidl from LPL’s Investment Manager Research team. In this week’s LPL Market Signals podcast, Scott shares what he’s been hearing from the many portfolio managers he talks to. He shares common themes, out of consensus views, potential market mis-pricings, underappreciated risks, and more in a jam-packed half hour. Tracking: #1171385

In this week’s LPL Market Signals, Chief Fixed Income Strategist Lawrence Gillum and Chief Economist Jeff Roach talk key takeaways from last week’s Jackson Hole Symposium. After weeks of market doubt, Chair Kevin Warsh used Jackson Hole to put inflation first, retire regular forward guidance, and say the Fed still “has work to do.” Traders took it as a credibility reset: September hike odds jumped from the mid-30s toward a coin flip or better, two-year yields rose, the dollar firmed, and gold slipped, while the long end stayed relatively contained. The strategists unpack whether that reaction was justified, what the next jobs and inflation prints must show, and how advisors should talk with clients about cash, duration, and rate volatility from here. Tracking: #1167923

In this week's Market Signals, LPL Head of Macro Strategy Kristian Kerr sits down with LPL Chief Technical Strategist Adam Turnquist for a cross-asset tour of today's most important market trends. From the S&P 500's push toward record highs and sharp swings in Treasury yields to the outlook for the U.S. dollar, gold, energy, and broader commodities. Tune in for actionable insights and what investors should watch out for as markets head into the historically challenging post-Labor Day period. Tracking: #1164875

LPL’s Chief Economist, Dr. Jeffrey Roach explains how treasury demand, financial conditions, and inflation are supporting risk appetite. Tracking: #1162791

The equity market has powered to fresh highs, but can the rally continue? Ryan Isherwood, Founder and CEO of Significance Capital, joins the LPL Market Signals podcast to discuss the forces driving markets today and the potential catalysts that could reshape leadership tomorrow. From the durability of the current breakout and record AI investment trends to credit market risks, interest rates, and the growth versus value debate, Ryan outlines the bull and bear cases for investors. At the heart of the discussion is a key question: Are markets nearing a major inflection point?

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