Lpl Financial Holdings Inc. · NASDAQ:LPLA
Lpl Financial — Investor Presentation (March 2026)
20 slides from Lpl Financial's investor presentation, Mar 16, 2026
Slide 1: LPL Market Signals
LPL Market Signals Listen to the New Episode Now! Member FINRA/SIPC
Slide 2: Important Disclosures
Important Disclosures This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves ri
Slide 3: Agenda
Agenda 1. Market Recap: All Eyes on the Middle East 2. Chart Check: Assessing the Technical Damage 3. Why Oil Prices Matter Less 4. Federal Reserve Meeting On Tap Member FINRA/SIPC 3
Slide 4: Market Recap: All Eyes on the Middle East
Market Recap All Eyes on the Middle East Member FINRA/SIPC
Slide 5: Market Performance
Market Performance GLOBAL CAPITAL MARKET RETURNS x Price 5-Day 3-Mo. YTD 1-Yr. Price 5-Day 3-Mo. YTD 1-Yr. ($) (%) (%) (%) (%) ($) (%) (%) (%) (%) Domestic Equity Benchmarks (previous day) Global Equity Benchmarks (previous day) S&P 500 6,632.19 -1.6 -2.6 -2.9 21.6 MSCI All-Country World 999.21 -1.7
Slide 6: Market Performance (Continued)
Market Performance (Continued) GLOBAL CAPITAL MARKET RETURNS Price 5-Day 3-Mo. YTD 1-Yr. Price 5-Day 3-Mo. YTD 1-Yr. ($) (%) (%) (%) (%) ($) (%) (%) (%) (%) Fixed Income (previous day) Commodity Indices (previous day) BBG U.S. Agg. Bond Index 2,345.03 -0.9 0.4 -0.2 4.7 BBG Commodty Index 342.30 0.4
Slide 7: Chart Check: Assessing the Technical Damage
Chart Check Assessing the Technical Damage Member FINRA/SIPC
Slide 8: S&P 500 Approaching Support at the 200-DMA
S&P 500 Approaching Support at the 200-DMA Source: LPL Research, Bloomberg, 03/16/26 All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 8
Slide 9: Internal Damage is Mounting
Internal Damage is Mounting Source: LPL Research, Bloomberg, 03/15/26 Trend definitions defined by the relationship between the 21-, 63-, and 126-day moving averages. Indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 9
Slide 10: Mega-Caps Remain a Drag on the Index
Mega-Caps Remain a Drag on the Index Source: LPL Research, Bloomberg, 03/16/26 All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 10
Slide 11: Implied Volatility Remains Uncomfortably High
Implied Volatility Remains Uncomfortably High Source: LPL Research, Bloomberg, 03/16/26 All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 11
Slide 12: VIX Highs vs. S&P 500 Performance
Vix Highs vs. S&P 500 Performance Source: LPL Research, Bloomberg, 03/16/26 All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 12
Slide 13: Oil Prices Remain Painfully High
Oil Prices Remain Painfully High Source: LPL Research, Bloomberg, 03/12/26 Any commodities, options or futures referenced are being presented as a proxy, not as a recommendation.Past performance is no guarantee of future results. Member FINRA/SIPC 13
Slide 14: Oil Now vs. Russian Invasion of Ukraine
Oil Now vs. Russian Invasion of Ukraine Source: LPL Research, Bloomberg, 03/15/26 Any commodities, options or futures referenced are being presented as a proxy, not as a recommendation.Past performance is no guarantee of future results. Member FINRA/SIPC 14
Slide 15: Why Oil Prices Matter Less
Why Oil Prices Matter Less But Still Move Headline Inflation Member FINRA/SIPC
Slide 16: U.S. Become a Net Exporter of Petroleum Products in 2020
U.S. Become a Net Exporter of Petroleum Products in 2020 Source: LPL Research, Energy Information Administration, 03/12/26 Member FINRA/SIPC 16
Slide 17: Transportation Sector Has Increased Share of Petroleum Consumption Over Time
Transportation Sector Has Increased Share of Petroleum Consumption Over Time Source: LPL Research, Energy Information Administration, 03/12/26 Member FINRA/SIPC 17
Slide 18: Week Ahead: Federal Reserve Meeting On Tap
Week Ahead Federal Reserve Meeting On Tap Member FINRA/SIPC
Slide 19: Week Ahead: FOMC Meeting On Tap
Week Ahead: FOMC Meeting On Tap 03/16/26 Event Period Survey Actual Prior 03/18/26 Event (Continued) Period Survey Actual Prior Empire Manufacturing Mar 3.9 -- 7.1 FOMC Rate Decision (Upper Bound) 18-Mar 3.75% -- 3.75% Industrial Production MoM Feb 0.10% -- 0.70% FOMC Rate Decision (Lower Bound) 18-
Slide 20: Thank You for Joining
Thank You for Joining Member FINRA/SIPC
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