Street View Video

In this series, LPL Research leadership helps put perspective on things like the economy, government events, and interest rates — and how they may affect your investing strategy when you put all these variables together. Check in every couple of weeks for bigger-picture insights and ideas.

Latest Insights

Learn what’s catching LPL Research’s attention lately, as leadership looks past the headlines of the day to deliver a unique perspective.

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Transitory or Lasting Impact? How Long Will It Last?

| LPL Research

LPL’s Chief Investment Officer, Marc Zabicki, discusses the Longshoreman's strike and Hurricane Helene's impact on the U.S. economy and investor portfolios.

The Fed Is Dealing with Mixed Economic Signals

| LPL Research

LPL’s Chief Economist, Dr. Jeffrey Roach, breaks down the impact from global synchronized easing and what it could mean for stocks and bonds.

America’s Growing Debt and How It Could Cause Market Volatility

| LPL Research

LPL Financial's Chief Fixed Income Strategist, Lawrence Gillum, discusses the U.S. government’s growing debt and how this could cause market volatility.

Mastering Risk: Stick to Singles and Doubles in Investing

| LPL Research

LPL Financial's Chief Investment Officer, Marc Zabicki, discusses why a stable portfolio and prudent risk management are key during market uncertainty.

Calm Before the Storm? Ways Election Could Impact Investors

| LPL Research

LPL Financial's Chief Investment Officer Marc Zabicki discusses the potential for increased market volatility as the 2024 U.S. election approaches.

The Bond Market: Fixed Income's New Reality and Big Themes

| LPL Research

Lawrence Gillum, LPL Financial’s Chief Fixed Income Strategist, discusses bond benefits and how they reduce overall portfolio volatility compared to stocks.

Will Artificial Intelligence Be the Antidote to Low Productivity?

| LPL Research

Dr. Jeffrey Roach, LPL’s chief economist, discusses the impact of artificial intelligence on productivity growth, business fixed investment, and corporate profits.

Markets Run in Cycles, Do I Really Need This Umbrella?

| LPL Research

In the latest edition of Street View, LPL’s Chief Investment Officer Marc Zabicki, discusses embracing a concentrated growth equity portfolio.

Cash Is Cool Again, but Bonds Are an Important Asset

| LPL Research

Lawrence Gillum, LPL Financial's Chief Fixed Income Strategist, describes bonds as an important asset providing alternatives for investors to consider.

2 Areas of Interest for Investors: Utilities and Real Estate

| LPL Research

Dr. Jeffrey Roach, LPL Financial’s Chief Economist, shares the diversity within the commercial real estate market and the unique impact of AI on utilities.

US Consumer Doing Well, However Potential Imbalances Ahead

| LPL Research

Marc Zabicki, Chief Investment Officer, describes the U.S. consumer spending spree and how LPL Research sees potential imbalances that could disrupt the economy.

Has the Federal Reserve Lost the Inflation Narrative?

| LPL Research

Lawrence Gillum, LPL Financial's Chief Fixed Income Strategist, describes why the bond market is now taking a less aggressive stance on rate cuts than the Fed.

2024 vs 2023: How Much Is Left in the Economy Tank?

| LPL Research

Jeffrey Roach, LPL Financial's Chief Economist, shares his insight on the new tax bill, service spending trends, and personal income data.

Why Investors Should Be Taking Less Risk in the Market

Marc Zabicki, Chief Investment Officer, explains why investors should be taking less risk in their portfolios and how to offset increased price volatility.

Fixed Income: Down but Not Out as a Viable Investment Option

Dr. Jeffrey Roach, Chief Economist for LPL Financial gives a few reasons why the Fed could tighten and not inflict as much pain as originally thought.

The Fed's Unusual Tightening Cycle: Impact on Consumers

Dr. Jeffrey Roach, Chief Economist for LPL Financial gives a few reasons why the Fed could tighten and not inflict as much pain as originally thought.

As the Stock Market Glides Higher, Mind the Tips of Your Skis

LPL's Chief Investment Officer, Marc Zabicki, shares expectations on the Federal Reserve's interest rate cuts and market volatility leading up to this year’s political elections.

2024 Municipal Bond Market Outlook: Supply / Demand Hold Key

| LPL Research

LPL Financial Chief Fixed Income Strategist Lawrence Gillum outlines what could be in store for muni investors in 2024.

Will the Federal Reserve Pivot Support Markets?

| LPL Research

LPL's Chief Economist, Dr. Jeffrey Roach highlights three observations about market behavior during the start of a new year.

What Fixed Income Investors Can Look Forward to in 2024

| LPL Research

LPL Research Chief Fixed Income Strategist Lawrence Gillum provides insights into what investors can look forward to in fixed income in 2024.

Has the Market Changed Its Tune: Here Are the Observations

| LPL Research

LPL's Chief Economist, Dr. Jeffrey Roach shares three observations as the markets march through the final quarter of the year.

Will Treasury Bond Volatility Bring Back the Fed?

LPL Research Chief Investment Officer Marc Zabicki looks at why Treasury yields are more volatile and why the Fed may have to step in as a buyer of Treasuries.

Interest Rates and What’s Happening in the Treasury Market?

| LPL Research

LPL Research Chief Fixed Income Strategist Lawrence Gillum discusses why interest rates have moved higher.

3 Things to Know About the Looming Government Shutdown

| LPL Research

LPL Research Chief Economist Dr. Jeffrey Roach shares the top three things investors should know about the looming government shutdown.

Weighing the Stock/Bond Trade-Off: The Potential Risk/Return

LPL Chief Investment Officer Marc Zabicki looks at why we believe bonds are more attractive when it comes to the potential risk/return trade-off for investors.

Trends in the U.S.’ Fiscal Standing: What to Make of Fitch News?

| LPL Research

LPL Chief Investment Officer Marc Zabicki examines the potential impact of Fitch’s downgrade of U.S. debt and the message Fitch may be delivering with this news.

Above All Else, Remember One Thing: Don’t Sleep on Bonds

| LPL Research

LPL Chief Investment Officer Marc Zabicki reflects on why LPL Research believes fixed income offers a unique opportunity for investors right now.

Midyear Muni Market Outlook | What to Expect in the Second Half

| LPL Research

LPL Chief Fixed Income Strategist Lawrence Gillum shares his thoughts on what investors could expect out of the muni market the second half of the year.

FOMC Dot Plot is Poor Predictor of Fed Funds Rate

| LPL Research

LPL Chief Economist Dr. Jeffrey Roach highlights key takeaways from the Fed’s latest decision on interest rates and what it means for investors.

U.S. Debt Deal with a Twist—Details of the Fiscal Responsibility Act

| LPL Research

LPL Chief Investment Officer Marc Zabicki covers the basic details and potential ramifications of the Fiscal Responsibility Act that ended the recent debt ceiling crisis.

Should Investors Care About The Debt Ceiling Drama?

| LPL Research

LPL Chief Fixed Income Strategist Lawrence Gillum looks at the ongoing debt ceiling kerfuffle and why we think investors should fade the noise.

Top Charts as Fed Recalibrates: Key Takeaways for Investors

| LPL Research

LPL Chief Economist Jeffrey Roach highlights current macro themes and what it means for investors.

Cash Is Back and a Viable Asset, but Beware of the Risks

| LPL Research

LPL Fixed Income Strategist Lawrence Gillum explains why cash is a viable asset class again, but why investors need to be aware of the risks.

Our Base-Case Assessment on Recent Bank Failures

| LPL Research

LPL Chief Investment Officer Marc Zabicki discusses the recent SVP and SBNY failures and provides some suggestions as to what to do about it.

Economic Trends Developing in the Real Estate Space

| LPL Research

LPL Chief Economist Dr. Jeffrey Roach highlights trends that are developing in the real estate space.

“Reshoring”/”Nearshoring” | Rethinking Offshore Manufacturing

| LPL Research

LPL CIO Marc Zabicki discusses reshoring and nearshoring, two efforts some U.S. corporations are taking on to reduce risks associated with bringing products to market.

Can Bonds Be Boring Again? | LPL Research

| LPL Research

In this week’s LPL Street View, Fixed Income strategist Lawrence Gillum asks the question: can bonds be boring again?

Combatting Recency Bias: A Step to Wealth Building Strategy

| LPL Research

LPL Chief Investment Officer Marc Zabicki unpacks recency bias and how investors can fight it.

What Do Munis, Fed Rate Hikes & the 80s Have in Common?

| LPL Research

Lawrence Gillum, fixed income strategist at LPL Financial, discusses why munis are the place to be in order to weather the economic storm.

3 Important Things to Know About Recessions

Dr. Jeffrey Roach, chief economist at LPL Financial, discusses three important factors about recessions.

Inflation: An Inside Look at Variables That Could Have an Impact

| LPL Research

Director of LPL Research Marc Zabicki takes an inside look at some variables that could impact inflation in the months ahead.

Irrational Behavior and Sentiment: Could the Markets be Wrong about Inflation?

| LPL Research

LPL Financial Director of Research Marc Zabicki discusses a sentiment issue about capital markets.

Identifying Trends in the Market | LPL Research

| LPL Research

LPL Director of Research Marc Zabicki discusses trend following and how it can help make better investment decisions.

Assessing Market Extremes: Where's the Latest Drawdown

| LPL Research

LPL Financial Director of Research Marc Zabicki discusses whether this latest drawdown is in the early, mid, or late innings.

The Yield Curve and Pinpointing Recession Risks

| LPL Research

LPL Financial Director of Research Marc Zabicki looks at the ways that we believe can help pinpoint recession risk.

12 Pieces of Investing Advice for Advisors | LPL Research

| LPL Research

LPL Financial Director of Research Marc Zabicki celebrates the holidays with 12 pieces of investing advice.

4 Important Keys to Building a Successful Investment Strategy

| LPL Research

LPL Financial Director of Research Marc Zabicki presents four key elements to building a successful investment strategy.

Four Questions That May Foster Better Investment Outcomes

| LPL Research

LPL Financial Director of Research Marc Zabicki presents four questions investors should ask and answer before investing a single dollar.

Market Volatility Is Perfectly Normal

| LPL Research

LPL Financial Chief Market Strategist Ryan Detrick explains how volatility is normal in the overall structure of a bull market.

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Rounding Out the Research Lineup

From the markets and economy to geopolitics and more, LPL Research delivers the backstory and forecasts you need to help position you for the outcomes you deserve. Published in a variety of formats, simply choose what works best for you.

Market Signals Podcast

The LPL Financial Research team discusses current market trends and looks ahead, sharing insightful projections on a weekly basis.

 

Econ Market Minute

Join Chief Economist Dr. Jeffrey Roach as he gives perceptive insights into the macro environment, uncovering hidden truths about the workings of the global economy.

Talking Point Podcast

Three of the largest topics for the week at hand, including commentary around their significance. Hosted by Quincy Krosby, chief global strategist.