LPL Financial Research Chief Investment Strategist, John Lynch, and Senior Market Strategist, Ryan Detrick, discuss current market trends and look ahead, sharing insightful projections on a weekly basis.
Market Signals by LPL Financial
The Market Signals by LPL Financial podcast is an outstanding resource for investors looking for honest and well-researched content. Hosted by Ryan, who is regarded as the hardest working guy in the industry, this podcast provides valuable insights and perspectives on market performance. Each episode is eagerly anticipated, as it offers a refreshing take on investment trends and helps listeners navigate the noise of influencing media.
One of the best aspects of The Market Signals podcast is its ability to maintain a centered and unbiased tone throughout. Ryan and his team provide objective analysis and comments, often highlighting both the potential for good and bad in market situations. This balanced approach allows listeners to gain a comprehensive understanding of different perspectives and make informed decisions. Additionally, the concise interpretation of fundamental data and statistical analysis adds tremendous value for private investors like myself who manage their own pension funds.
Another strong point of this podcast is its captivating nature. The episodes are engaging from start to finish, keeping listeners informed while also being short enough to be consumed during a commute or break. This makes it easy for busy individuals to stay updated on market trends without feeling overwhelmed by lengthy discussions or complex financial jargon.
While it's difficult to find any major flaws in The Market Signals podcast, one minor drawback could be that some listeners may prefer more detailed explanations or additional examples to further support the analysis provided. However, given the time constraints of each episode, it's understandable that not every topic can be explored extensively. Regardless, Ryan does an excellent job of delivering key insights concisely without sacrificing quality.
In conclusion, The Market Signals by LPL Financial podcast is an indispensable resource for investors seeking reliable information and analysis. With its honest and well-researched content, this podcast helps cut through media hype and provides a great perspective on market performance. Whether you're a seasoned investor or just starting out, Ryan's expertise will undoubtedly assist you in making informed investment decisions.
In the latest Market Signals podcast, LPL's Chief Equity Strategist Jeffrey Buchbinder and Chief Economist Jeffrey Roach discuss several flashpoints for the economy and markets, including trade negotiations, Federal Reserve (Fed) independence, and the U.S. dollar weakness. Tracking: # 728159
In the latest Market Signals podcast, LPL Research's Chief Equity Strategist, Jeffrey Buchbinder, and Chief Technical Strategist, Adam Turnquist, talk about last week's rally on the pause in tariffs, share some charts suggesting that the market's bottom may have been set, and discuss why fair value on the S&P 500 may not be far from current index levels given trade uncertainty. Tracking: #720936
In the latest Market Signals podcast, a panel of LPL Research strategists talk about tariff announcements, recent market performance, bond market moves, and both technical and sentiment analysis. Tracking: #720936
In the latest Market Signals podcast, Jeffrey Buchbinder, Chief Equity Strategist, and Adam Turnquist, Chief Technical Strategist, recap a down week for stocks as tariff uncertainty ratcheted higher, assess the buy-the-dip opportunity based on market technicals, and provide some perspective on this week's much-anticipated “Liberation Day” announcements from the Trump Administration. Tracking: #716798
In the latest Market Signals podcast, Jeffrey Buchbinder, Chief Equity Strategist, and Dr. Jeffrey Roach, Chief Economist, recap a positive week for stocks in which the S&P 500 broke a four-week losing streak, helped by a reassuring message from the Federal Reserve (Fed) which walked a tightrope. They also discuss some potential policy tailwinds to the economy. Tracking: #710942
In the latest Market Signals podcast, LPL Research's Chief Equity Strategist Jeffrey Buchbinder is joined by Head of Macro Strategy Kristian Kerr to discuss the stock market correction, highlight some indicators they are watching to signal a potential low, make a case for staying invested over the long term, and preview the week ahead including the Federal Reserve (Fed) meeting. Tracking: #710942
LPL Research discusses the worst week for stocks since September, the latest bond market moves, and differences between strategic and tactical investing. Tracking: # 707123
In the latest Market Signals podcast, LPL Research's Chief Equity Strategist, Jeffrey Buchbinder is joined by Chief Technical Strategist Adam Turnquist to recap a down week for stocks that could've been worse, discuss recent technical damage to the S&P 500 and explain why they would wait to buy the dip, recap fourth quarter earnings, and preview a busy week ahead. Tracking: #703657
In the latest Market Signals podcast, LPL Research Chief Technical Strategist Adam Turnquist is joined by Chief Fixed Income Strategist Lawrence Gillum to discuss the market's reaction to the latest round of tariff and inflation news, how metals have responded, and if the bond market will mirror President Trump's first term in office. Tracking #697916
In the latest Market Signals podcast, LPL Research Chief Equity Strategist Jeffrey Buchbinder is joined by Chief Economist Dr. Jeffrey Roach to offer a balanced take on the stock market outlook for 2025 by highlighting five arguments for the bulls and five for the bears. Tracking: #694770
In the latest Market Signals podcast, LPL Chief Equity Strategist Jeffrey Buchbinder and LPL Head of Macro Strategy Kristian Kerr highlight 10 takeaways on the tariffs implemented by the Trump Administration over the weekend, defend American Exceptionalism, and preview the week ahead. Tracking: #691349
In the latest LPL Market Signals podcast, LPL Research's Jeffrey Buchbinder, Chief Equity Strategist is joined by Chief Fixed Income Strategist Lawrence Gillum to provide some perspective on the DeepSeek-driven market selloff, share some reassuring messages from the bond market, and preview a very busy week of economic data, central bank announcements and earnings reports. Tracking #687913
LPL Research provides insights on last week's market rally, identifies historical stock market parallels to 2024, and previews Q4 earnings season. Tracking #: 685236
In the latest Market Signals podcast, LPL Research's Jeffrey Buchbinder, Chief Equity Strategist, and Dr. Jeffrey Roach, Chief Economist, discuss the latest move higher in interest rates, dissect Friday's jobs report, explain why the bull market deserves the benefit of the doubt after last week's selloff, and preview this week's economic calendar. Tracking #: 681641
In the latest Market Signals podcast, Jeffrey Buchbinder, Chief Equity Strategist, and Lawrence Gillum, Chief Fixed Income Strategist, discuss the lack of a Santa Claus rally, review LPL Research's winning and losing recommendations from 2024, and preview this week's jobs report. Tracking: #678156
In the latest LPL Market Signals podcast, LPL Research's Chief Equity Strategist, Jeffrey Buchbinder, is joined by Chief Technical Strategist Adam Turnquist, as they discuss whether Santa Claus visited markets, review several charts to help assess when this latest pullback might find support, and highlight four keys to a strong stock market in 2025. Stocks moved lower Friday, putting the Santa Claus rally in jeopardy. The strategists discuss what a weak finish to the year could mean for January and 2025. Next, the strategists review some charts to help assess the latest technical damage and opine on how much further the latest sell-off may have to go. The strategists closed with a quick preview of the week ahead and the sparse economic calendar. Tracking: #675956
In the latest LPL Market Signals podcast, LPL strategists highlight seven charts that capture the market environment in 2024. They also weigh in on last week's market decline amid the Federal Reserve's hawkishness and discuss whether Santa Claus will visit the equity markets this week. Stocks moved lower last week as the markets were caught off guard by the hawkishness from the Federal Reserve. Technology held up relatively well while energy and small cap stocks bore the brunt of the selling pressure. The strategists highlight several key charts of 2024, including how mega caps have dominated performance once again this year, and discuss why small caps have struggled to keep up. They further note why this year's best-performing sector could continue to outperform in 2025 and how gold has managed to outperform stocks, despite a risk-on and higher rate backdrop. The strategists closed with a quick preview of this week's holiday-shortened economic calendar and a reminder that the seven-day Santa Claus rally period begins on Christmas Eve. Tracking #: #674774
In the latest LPL Market Signals podcast, LPL Research's Chief Equity Strategist, Jeffrey Buchbinder, is joined by Chief Fixed Income Strategist Lawrence Gillum, as they discuss the rare streak of negative market breadth readings, share their bond market outlook for 2025, and preview the week ahead featuring the last Federal Reserve meeting of 2024. Stocks pulled back modestly last week, but the biggest story was the 10-day streak of negative breadth readings. Gains in big tech stocks have helped support the S&P 500 Index in recent weeks, but the strategists point out that the lack of broad participation points to a tired rally. Next, the strategists discussed what fixed income investors could experience in 2025. While the Fed's rate-cutting cycle will influence longer-term rates, a still flat U.S. Treasury yield curve and elevated levels of Treasury supply expected next year could keep rates around current levels. However, income-oriented investors have a plethora of opportunities to build portfolios that can generate income levels in excess of 5%. The strategists close with a quick preview of this week's Fed meeting where the comments from Jerome Powell and the Committee may matter more to markets than the fully expected rate cut or updated economic forecasts. Tracking: #671737
In the latest LPL Market Signals podcast, LPL strategists share their economic and stock market outlook for 2025, taken from the newly released Outlook 2025: Pragmatic Optimism available on LPL.com's research page. They also recap last week's tech-led market advance and preview the week ahead. The strategists highlight several key economic themes for 2025: • Slowing growth, not recession • Capital investment could provide support • Labor market slowly downshifts • Inflation remains historically elevated • Fed will cut rates at a slower pace The strategists then highlight these stock market themes for 2025: • Modest mid-to-high-single digit returns on strong earnings growth • Upside could come from lower interest rates, productivity gains or market-friendly policy changes • Risks include a potential pronounced economic slowdown, reaccelerating inflation, rate volatility, or geopolitical threats. • Given stretched investor sentiment and rich valuations, we favor buying dips. The strategists close with a brief preview of the week ahead, highlighted by inflation data and European Central bank rate decision. Tracking: #668622
In the latest LPL Market Signals podcast, LPL strategists recap a strong November for stocks, discuss some ways geopolitics are affecting currency and commodity markets, and preview Friday's jobs report. Stocks enjoyed strong November returns, led by small caps. Small caps are benefiting from prospects of lower taxes and America First trade policy but are also interest rate sensitive and Fed rate cuts have been delayed. Next, the strategists discuss how the U.S. dollar may react to global central bank policy and president-elect Trump's trade policy. The strategists then discuss how some of the geopolitical threats in the Mideast and Ukraine are affecting oil. The strategists close with thoughts on the Federal Reserve's rate cutting timetable and a preview of Friday's jobs report. Job growth is expected to rebound after weather and strikes depressed job gains in October. Tracking # 665454
In the latest LPL Market Signals podcast, LPL Research's Chief Equity Strategist, Jeffrey Buchbinder, is joined by Chief Technical Strategist Adam Turnquist, as they recap last week's strong bounce back for stocks, highlight the improving market breadth, and provide some perspective on market concentration. Stocks rose solidly last week, rising all five days. It wasn't about the mega-caps this week as a broadening out lifted large cap equity benchmarks. The strategists reviewed several charts and discussed how broad participation underpinned the latest breakout to new highs on the S&P 500. They highlight how this rotation has also been evident in small caps but note the current technical evidence does not yet support a shift toward sustainable outperformance of small caps over large caps. Given the uptick in interest rate volatility, they also discuss the technical setup for 10-year Treasury yields, including key support and resistance levels. Next, the strategists provide historical perspective on the high degree of concentration in the stock market today. The shift toward passive investments has been a big reason why. Concentration by itself isn't a reason for a market correction, but it could amplify an eventual selloff. The strategists wrap up with a preview of the week ahead. Minutes from the November Fed meeting, the Fed's preferred inflation metric, and a big batch of Treasury auctions will keep markets focused on interest rates. Tracking: #663336
In the latest LPL Market Signals podcast, LPL Research's Chief Equity Strategist, Jeffrey Buchbinder, is joined by Chief Fixed Income Strategist, Lawrence Gillum, as they recap last week's stock market decline, share some perspective on the latest bond market selloff, and highlight some things that may be different with Trump's trade policy this time around. Stocks fell last week, led down by healthcare and small caps. Markets were held back by rising rates after Federal Reserve Chair Powell indicated the Fed was in no hurry to raise rates, while the prospects for RFK Jr. as President-elect Trump's Healthcare Secretary rattled vaccine makers. Since the September 16 low, the 10-year Treasury yield is higher by over 0.80%. The bulk of the move higher is due to better economic data that has pushed out the need for aggressive rate cuts from the Fed. The strategists believe markets are better aligned with likely Fed cuts so, the bulk of the move higher in bond yields could be behind us. The strategists then put Trump's tariffs into perspective by looking back at how much of the so-called “tax” was paid by consumers and how much was absorbed by producers and international manufacturers. Tracking: #659651
In the latest LPL Market Signals podcast, LPL strategists recap last week's post-election surge in stocks, answer some important economic questions investors are asking after Trump's election victory, and discuss some market implications of last week's election. Stocks surged last week, led by small caps, as markets reacted to Trump 2.0 by pricing in lower taxes and less regulation. Next the strategists played “ask the economist”, with questions about the Federal Reserve, potential economic policy differences between Trump 1.0 and 2.0, and tariffs. The strategists then discussed some market implications from the election, including bullish seasonality, small cap enthusiasm, and the upward bias in rates. Tracking: #656769
In the latest LPL Market Signals podcast, LPL Research's Chief Equity Strategist Jeffrey Buchbinder is joined by Chief Global Strategist Quincy Krosby to discuss how the election might impact the stock market, highlight several politically sensitive areas to watch as the votes come in, and preview this week's Federal Reserve meeting. Tracking #653579
In the latest LPL Market Signals podcast, LPL strategists explain the Nasdaq's seven-week win streak, and what scares them about the markets and economy. Tracking: #650484
In the latest LPL Market Signals podcast, LPL Chief Equity Strategist Jeffrey Buchbinder and Chief Fixed Income Strategist Lawrence Gillum explain why yields and stocks continued higher last week and preview third quarter earnings season. The S&P 500 rose for the sixth straight week last week on solid economic data including better-than-expected gains in retail sales. Small caps and interest rate sensitive sectors outperformed, while precious metals delivered solid gains amid heightened geopolitical risks. Next the strategists preview third quarter earnings season, where the so-called Magnificent Seven will again be a key driver of overall earnings gains. While expectations for earnings growth in the quarter are modest due to tougher comparisons with 2023 and declines in energy sector profits, earnings are poised to accelerate in coming quarters. Still, they expect 2025 estimates to come down some. The strategists then discuss why Treasury yields are higher despite the Fed cutting rates last month. Since the Fed cut rates in September by 0.50%, the 10-year Treasury yield is higher by nearly 0.50% because recent economic data has come in better than expected, reducing the need for the Fed to cut rates aggressively. The strategists wrap up with a preview of the week ahead, including a look at Main Street economies across the U.S. in the Fed's Beige Book and earnings reports from more than 110 S&P 500 companies. Tracking: #647292
In the latest LPL Market Signals podcast, LPL Chief Equity Strategy Jeffrey Buchbinder and LPL Chief Global Strategist Quincy Krosby recap another positive week for stocks with more new highs, celebrate the bull market's second birthday, and share early reactions to earnings season. The strategists begin by recapping last week's gains for the S&P 500 — the fifth straight positive week and 45th record high of 2024. Enthusiasm in artificial intelligence got us there, with technology leading the way. The strategists then put this bull market in historical perspective now that it has celebrated its second birthday. If the economy continues to hold up, the odds that this bull makes it to three are good. Last, the strategists react to the strong bank earnings last week before closing with a quick preview of the week ahead. Tracking: #644404
LPL strategists review another up week for stocks, a record S&P 500 high, September's jobs report, and key charts for the week ahead. Tracking: # 641401
In the latest Market Signals podcast, LPL Financial's Chief Equity Strategist, Jeffrey Buchbinder, and Chief Economist, Dr. Jeffrey J. Roach, recap another positive week for stocks including more S&P 500 record highs, discuss whether the impact of China's stimulus moves might be lasting, explain why consumers are in good shape, and preview this week's jobs report. The S&P 500 has set 42 record highs now after the stock market's latest rally continued. The strategists highlighted strength in China-sensitive risk assets, including the materials sector and industrial metals, and outperformance of cyclical over defensive sectors. The strategists then discuss the flurry of stimulus announcements in China and the prospects for lasting impact on the growth outlook for the Chinese economy and its markets. After, the strategists walk through several data points to make the case that consumers remain in good shape and have a larger savings buffer than previously believed. Next, the strategists discuss some drivers of rising gold prices and assess prospects for the precious metal going forward. Lastly, the strategists preview the week ahead which includes the important and always much-anticipated monthly jobs report. Job gains below 100 thousand or above 200 thousand would likely be market moving. There are upside risks to the unemployment rate per reports from the Conference Board. LPL Research expects a quarter-point rate cut at each of the next two Fed meetings in November and December. Tracking: #637988
In the latest LPL Market Signals podcast, LPL Financial's Chief Equity Strategist Jeffrey Buchbinder and Chief Fixed Income Strategist Lawrence Gillum recap the best week of the year for the S&P 500, share some reasons to like municipal bonds, and preview this week's Federal Reserve meeting. Stocks surged last week thanks in large part to Wednesday's turnaround sparked by artificial intelligence darling NVIDIA (NVDA) and increasing optimism surrounding Fed rate cuts. Next, the strategists discussed how the election outcome could impact municipal bonds. With the Tax Cuts and Jobs Act set to expire in 2025, unless there is legislative action, tax rates could be headed higher, which means municipal bonds may appear more attractive compared with taxable alternatives. Last, the strategists discussed the week ahead when all eyes will of course be on the Federal Reserve and the near-certain first interest rate cut in four years. According to news reports, the Fed is split between a 0.25% cut and 0.50% cut on Wednesday, but the path of rate cuts into 2025 may be more important. Tracking: 630717
In the latest LPL Market Signals podcast, LPL Financial's Chief Equity Strategist Jeffrey Buchbinder and Chief Technical Strategist Adam Turnquist, recap last week's stock slide, discuss what last Friday's jobs report means for the Federal Reserve and the economy going forward, and check in on the charts to assess potential additional downside. Tracking#627035
In the latest LPL Market Signals podcast, LPL Financials' Chief Equity Strategist, Jeff Buchbinder, and Chief Fixed Income Strategist, Lawrence Gillum discuss the S&P 500 Index's value-led rally to near record highs, some implications of the U.S. debt problem, and September seasonality. Tracking #622972
In the latest LPL Market Signals podcast, LPL strategists discuss the S&P 500 Index's rebound back to near record highs and highlight several key takeaways from the Federal Reserve's meeting last week in Jackson Hole, WY. Stocks enjoyed a solid week last week as markets celebrated the Federal Reserve's clear message that the time had come to begin cutting interest rates. The Fed will remain data dependent, but 3 rate cuts seems likely by year end. Small caps enjoyed especially strong gains, benefiting from interest rate sensitivity. With regard to small caps, the strategists suggest that the excitement around the asset class may be overdone given the mixed historical performance relative to large caps around the start of Fed rate cutting cycles. Next, the strategists discuss what Fed policy means for the U.S. dollar and potential market implications of dollar weakness and highlight some encouraging messages from retailers during earnings season. Last, the strategists preview the week's busy economic calendar that includes the important core PCE deflator, the Fed's preferred inflation measure. Tracking # 620235
In the latest LPL Market Signals podcast, LPL Financials' Chief Technical Strategist Adam Turnquist and Chief Economist Jeffrey Roach discuss the key catalysts behind last week's rally, how the S&P 500 has weathered second-quarter earnings, highlight several key charts to watch this week, and preview an important week ahead on the economic calendar. Tracking #617516
In the latest LPL Market Signals podcast, Chief Equity Strategist, Jeffrey Buchbinder and Chief Fixed Income Strategist Lawrence Gillum share their thoughts on the global market selloff, identify several factors they are watching to monitor the market's progress toward putting in a durable low, and share some important messages from the bond market. Tracking #611587
In the latest LPL Market Signals podcast, LPL's Chief Equity Strategist Jeffrey Buchbinder, and Chief Global Strategist Dr. Quincy Krosby, discuss the rally in small caps, preview this week's central bank meetings, and provide some key takeaways from earnings season. Tracking #608642
In the latest LPL Market Signals podcast, Chief Equity Strategist, Jeffrey Buchbinder, and Chief Economist, Dr. Jeffrey Roach, discuss the significant rotation from technology to small caps recently, assess the potential effects of a Trump-Harris matchup on the “Trump trade”, analyze the election through an economic lens, and preview some important economic data due out this week. Tracking #605658
In the latest LPL Market Signals podcast, Chief Equity Strategist, Jeffrey Buchbinder, and Chief Technical Strategist, Adam Turnquist, discuss some potential market implications of the attempted assassination of former President Trump that has given him a boost in the polls. The strategists also share thoughts on the big market rotation last week and preview the week ahead. Tracking # 603114
LPL strategists share key insights from LPL Research's Midyear Outlook, while squeezing in a recap of another good week for stocks and a preview the week ahead. Tracking: 600093
LPL strategists share technical insights on the stock market, semiconductors, and Treasury yields, and preview second-quarter earnings season. Tracking: 598004
In the latest LPL Market Signals podcast, LPL strategists Jeffrey Buchbinder and Quincy Krosby discuss recent evidence of a developing market rotation, the latest on European elections and possible yen intervention, and the artificial intelligence (AI) productivity boom. Tracking: #595018
In the latest LPL Market Signals podcast, LPL's Chief Equity Strategist Jeffrey Buchbinder and Chief Economist, Jeffrey Roach, discuss the latest technology-led run to more record highs for stocks, recap key takeaways from last week's CPI release and Fed meeting, and sing the praises of fixed income. Tracking: #592592
In the latest LPL Market Signals podcast, LPL strategists discuss recent trends in the job market, a case for investing in India, and an upcoming Fed meeting. Tracking: # 589807
In the latest LPL Market Signals podcast, LPL Research's Jeffrey Buchbinder, Chief Equity Strategist and Adam Turnquist Chief Technical Strategist, recap a choppy, news-heavy week for stocks, discuss several changes to LPL Research's sector views, highlight some key charts, and provide some summertime seasonality statistics. Tracking #586930
In the latest LPL Market Signals podcast, LPL strategists recap a strong week for the Nasdaq Composite thanks to chip giant NVIDIA (NVDA), discuss the outlook for global investing amid a challenging geopolitical crosscurrents, and recap a strong first quarter earnings season. Tracking #584125
In the latest LPL Market Signals podcast, LPL strategists celebrate the stock market's fourth straight winning week and fresh record highs, dissect the latest inflation data, and offer some early thoughts on the outlook for the U.S. economy in the second half. Tracking #581052
In the latest LPL Market Signals podcast, LPL strategists recap another solid week for stocks that put the S&P 500 within striking distance of a fresh record high and explain how preferred securities remain attractive despite commercial real estate risks facing banks. Tracking #577949
In the latest LPL Market Signals podcast, LPL strategists explain how Friday's jobs report secured another positive week for stocks, discuss whether investors should follow the investing maxim “Sell in May” this year, and identify some key levels to watch and trading opportunities in a “Chart Check” segment. Tracking #575263
In the latest LPL Market Signals podcast, LPL strategists explain why the S&P 500 enjoyed its best week since November, explain why last week's data was better than it looked, try to make sense of the yen, and preview another busy economic calendar this week that includes jobs and the Fed meeting. Tracking #572201
In the latest LPL Market Signals podcast, LPL strategists recap the third straight down week for the S&P 500, walk through some charts to help provide context for the selloff, offer some early earnings season takeaways, and preview the week's economic calendar. Tracking #569176