What’s driving the markets now—and what should advisors and investors be watching next? Marc Zabicki, Chief Investment Officer at LPL Research, joins Matt and Taryn to break down the biggest forces influencing markets and the economy today and unpack the key themes from LPL Research’s Midyear Outlook. Marc explores why AI is entering a new phase of scrutiny, how resource nationalism is reshaping global markets, what a new era at the Federal Reserve could mean for interest rates, and why investors should resist making portfolio decisions based on election headlines. Plus, Marc reveals a surprising "fifth pillar" both advisors and investors should be watching closely.
What’s driving the markets now—and what should advisors and investors be watching next? Marc Zabicki, Chief Investment Officer at LPL Research, joins Matt and Taryn to break down the biggest forces influencing markets and the economy today and unpack the key themes from LPL Research’s Midyear Outlook. Marc explores why AI is entering a new phase of scrutiny, how resource nationalism is reshaping global markets, what a new era at the Federal Reserve could mean for interest rates, and why investors should resist making portfolio decisions based on election headlines. Plus, Marc reveals a surprising "fifth pillar" both advisors and investors should be watching closely.
Want to dive deeper into the themes discussed in this episode? Explore LPL Research's Midyear Outlook, weekly market commentary, and the latest insights at: https://www.lpl.com/research.html
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