LPL Research

AI Is Reshaping Global Trade | LPL Econ Market Minute by

On this week’s LPL Market Signals, Washington, D.C., insider Cameron Ricker explains what the election and congressional control mean for investors. Tracking #1205956

In this week's Market Signals, Head of Macro and Investment Strategy Kristian Kerr and Russell Investments' Mark Raskopf discuss portfolio diversification. Tracking #1202115

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