# Markets and economy: webinars, replays, research and CE webinars for advisors

As of Oct 8, 2026, AdvisorIQ lists 15 research pieces and 10 upcoming CE webinars on markets and economy.

As of: 2026-10-08
Address: https://advisoriq.com/topics/markets-and-economy/

## Facts

- topic: Markets and economy
- intro: Rates, inflation, growth and market conditions frame every client conversation about risk and return. Independent advisors need a clear read on the economy to set expectations and explain what is happening in portfolios. This page gathers webinars, replays, CE webinars from around the industry and research on markets and the economy.
- counts: research_pieces: 15, upcoming_ce_webinars: 10, replays: 0, upcoming_advisoriq_webinars: 0, advisoriq_articles: 0
- upcoming_advisoriq_webinars: 
- replays: 
- ce_webinars_from_around_the_industry: title: Investors First Webinar: What's on the Mind of Global Asset Owners Today?, host: Morningstar, host_type: Research firm, starts_at: 2026-10-09T14:00:00Z, when: Fri Oct 9 at 10:00 AM ET, minutes: 45, ce_as_stated_by_host: CE not stated by the host, url: https://www.morningstar.com/business/insights/webinars/watch?commid=676165, checked: 2026-10-05; title: 4Q 2026 U.S. Market Outlook: Undervalued but Vulnerable: Navigating a Narrowing Opportunity Set In a Risky Environment, host: Morningstar, host_type: Research firm, starts_at: 2026-10-13T16:00:00Z, when: Tue Oct 13 at 12:00 PM ET, minutes: 60, ce_as_stated_by_host: Accepted by CFP Board for 1 CE credit, url: https://www.morningstar.com/business/insights/webinars/watch?commid=676718, checked: 2026-10-05; title: PIMCO's Cyclical Outlook, host: PIMCO, host_type: Asset manager, starts_at: 2026-10-14T15:00:00Z, when: Wed Oct 14 at 11:00 AM ET, minutes: 30, ce_as_stated_by_host: CE not stated by the host, url: https://event.webcasts.com/starthere.jsp?ei=1776483&tp_key=65689d5500, checked: 2026-10-05; title: Signals, scenarios, strategy: 2026 and beyond, host: J.P. Morgan Asset Management, host_type: Asset manager, starts_at: 2026-10-15T15:00:00Z, when: Thu Oct 15 at 11:00 AM ET, minutes: not stated, ce_as_stated_by_host: CE not stated by the host, url: https://event.webcasts.com/starthere.jsp?ei=1776731&tp_key=1594d53042, checked: 2026-10-05; title: Q4 Quarterly Market Update 2026, host: Fidelity Investments, host_type: Asset manager, starts_at: 2026-10-22T16:00:00Z, when: Thu Oct 22 at 12:00 PM ET, minutes: 60, ce_as_stated_by_host: CE not stated by the host, url: https://q4quarterlymarketupdate2026.splashthat.com/, checked: 2026-10-05; title: November RIA Power Half-Hour Webinar, host: Invesco, host_type: Asset manager, starts_at: 2026-11-02T21:00:00Z, when: Mon Nov 2 at 4:00 PM ET, minutes: not stated, ce_as_stated_by_host: CE not stated by the host, url: https://event.on24.com/wcc/r/5145345/28A4904C144CC4251E92E2C9B6C0AD0D, checked: 2026-10-05; title: How are family offices changing the investment landscape?, host: CFA Institute, host_type: Designation body, starts_at: 2026-11-04T16:00:00Z, when: Wed Nov 4 at 11:00 AM ET, minutes: 60, ce_as_stated_by_host: CFA Institute members can self-report 1 PL credit, url: https://www.cfainstitute.org/insights/events/2026/how-family-offices-changing-investment-landscape, checked: 2026-10-05; title: Midterms and markets: Implications for investors, host: Capital Group, host_type: Asset manager, starts_at: 2026-11-05T19:00:00Z, when: Thu Nov 5 at 2:00 PM ET, minutes: not stated, ce_as_stated_by_host: 1 hour CE credit for CFP and IWI, url: https://www.capitalgroup.com/advisor/insights/webinars/midterms-markets-implications-investors.html, checked: 2026-10-05
- research_library: title: Can stocks stay resilient with higher Treasury yields?, publisher: Invesco, source_type: Research from an asset manager, published_on: 2026-10-05, summary: Invesco's chief global market strategist asks whether stocks can hold up as Treasury yields approach 5%. He attributes the rise mainly to solid economic growth rather than inflation or deficits, flags strain in lower-quality credit and narrowing market leadership, and concludes stocks can stay resilient if earnings and nominal growth hold., url: https://www.invesco.com/us/en/insights/stocks-resilient-higher-treasury-yields.html, checked: 2026-10-05; title: Guide to the Markets U.S. 4Q 2026, publisher: J.P. Morgan Asset Management, source_type: Research from an asset manager, published_on: 2026-10-01, summary: J.P. Morgan's quarterly chartbook on the economy, equities, fixed income and other asset classes, with data as of September 30, 2026. It shows US large-cap stocks trading above long-run average valuations, with a forward price-to-earnings ratio of 19.0 against a 30-year average of 17.2, alongside a 10-year Treasury yield above 5%., url: https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/, checked: 2026-10-05; title: The Impact of Tariffs on the Cost of Capital in the US, publisher: American Enterprise Institute, source_type: Think tank, published_on: 2026-09-30, summary: AEI economists build tariffs into the standard measure of the tax burden on new investment. They estimate tariffs in place before the February 2026 court ruling raised the economy-wide cost of capital by up to 2.7%, enough to offset the investment tax cut in the 2025 law, with the largest effect on equipment., url: https://www.aei.org/research-products/report/the-impact-of-tariffs-on-the-cost-of-capital-in-the-us/, checked: 2026-10-06; title: How Federal Debt Puts a Damper on Your Wallet, publisher: Center for American Progress, source_type: Think tank, published_on: 2026-09-23, summary: This analysis applies a CBO rule of thumb linking federal debt to interest rates to estimate what debt growth since around 2000 costs households. With debt at 99% of GDP, the author estimates a household with a mortgage, a car loan and student debt pays about $4,500 a year more in interest than it otherwise would., url: https://www.americanprogress.org/article/how-federal-debt-puts-a-damper-on-your-wallet/, checked: 2026-10-06; title: Broadening Delivered. Now Prepare for Volatility., publisher: Franklin Templeton Institute, source_type: Research from an asset manager, published_on: 2026-08-19, summary: Franklin Templeton Institute strategists review how stock market leadership broadened over 18 months from mega-cap technology to value, small caps and emerging markets. They see the bull market as intact on earnings but expect less accommodative liquidity and more volatility, and recommend staying diversified., url: https://www.franklintempleton.com/articles/2026/institute/broadening-delivered-now-prepare-for-volatility, checked: 2026-10-05; title: Household Debt Balances Decreased Slightly; Credit Card Delinquency Transition Rates Remained Steady, publisher: Federal Reserve Bank of New York, source_type: Central bank, published_on: 2026-08-11, summary: The New York Fed's quarterly report on US household borrowing for the second quarter of 2026. Total household debt slipped to $18.8 trillion as mortgage balances fell while credit card and auto balances grew, and overall delinquency edged down to 4.7% of debt even as new card and auto delinquencies stayed elevated., url: https://www.newyorkfed.org/newsevents/news/research/2026/20260811, checked: 2026-10-05; title: Financial Markets, Oil Prices, and Supply-Side Risks, publisher: Federal Reserve Bank of San Francisco, source_type: Central bank, published_on: 2026-08-10, summary: San Francisco Fed economists read market correlations to judge what kind of risk investors are pricing. Stocks and bonds, and stocks and oil, now tend to move in opposite directions, which they take as a sign that supply shocks dominate, raising the odds of elevated inflation alongside softer growth., url: https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/08/financial-markets-oil-prices-and-supply-side-risks/, checked: 2026-10-05; title: Made with China: Global supply chains and the limits of US decoupling, publisher: Peterson Institute for International Economics, source_type: Think tank, published_on: 2026-08-04, summary: PIIE researchers trace Chinese content through the US import basket to test whether tariffs since 2018 reduced reliance on China. China's direct share of US imports fell 7 percentage points from 2017 to 2024, but its share of the value added in those imports fell only 2 points, as supply chains rerouted through other countries., url: https://www.piie.com/publications/policy-briefs/2026/made-china-global-supply-chains-and-limits-us-decoupling, checked: 2026-10-06; title: Monetary Policy Report – July 2026, publisher: Federal Reserve Board, source_type: Central bank, published_on: 2026-07-10, summary: The Fed's semiannual report to Congress on the economy and monetary policy. It describes inflation running well above the 2% goal, with core PCE prices up 3.4% over the year to May, citing tariffs and an energy price surge, alongside a 4.2% unemployment rate and a policy rate held steady since the start of 2026., url: https://www.federalreserve.gov/monetarypolicy/2026-07-mpr-summary.htm, checked: 2026-10-05; title: AI, oil, and a changing global economy, publisher: Vanguard, source_type: Research from an asset manager, published_on: 2026-06-24, summary: Vanguard's midyear economic update argues that AI investment and the oil shock are pulling regions in different directions, lifting US growth while weighing on energy importers such as the euro area. It now expects about 2.3% US growth in 2026 and 3% in 2027, and says the odds of a Fed rate increase have risen., url: https://corporate.vanguard.com/content/corporatesite/us/en/corp/vemo/ai-oil-changing-global-economy.html, checked: 2026-10-05
- advisoriq_articles: 
- full_lists: webinars: https://advisoriq.com/webinars/?topic=markets-and-economy, replays: https://advisoriq.com/replays/?topic=markets-and-economy, ce_webinars_from_around_the_industry: https://advisoriq.com/webinars/industry/, research: https://advisoriq.com/research/?topic=markets-and-economy

## Notes

- Research and CE webinars from around the industry link to the publisher's or host's own page. AdvisorIQ writes the summaries; inclusion is editorial and never paid.
- CE for webinars from around the industry is shown as each host states it; AdvisorIQ does not confirm it.
- Times are Eastern.

## Sources

- Invesco, checked 2026-10-05: https://www.invesco.com/us/en/insights/stocks-resilient-higher-treasury-yields.html
- J.P. Morgan Asset Management, checked 2026-10-05: https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/
- American Enterprise Institute, checked 2026-10-06: https://www.aei.org/research-products/report/the-impact-of-tariffs-on-the-cost-of-capital-in-the-us/
- Center for American Progress, checked 2026-10-06: https://www.americanprogress.org/article/how-federal-debt-puts-a-damper-on-your-wallet/
- Franklin Templeton Institute, checked 2026-10-05: https://www.franklintempleton.com/articles/2026/institute/broadening-delivered-now-prepare-for-volatility
- Federal Reserve Bank of New York, checked 2026-10-05: https://www.newyorkfed.org/newsevents/news/research/2026/20260811
- Federal Reserve Bank of San Francisco, checked 2026-10-05: https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/08/financial-markets-oil-prices-and-supply-side-risks/
- Peterson Institute for International Economics, checked 2026-10-06: https://www.piie.com/publications/policy-briefs/2026/made-china-global-supply-chains-and-limits-us-decoupling
- Federal Reserve Board, checked 2026-10-05: https://www.federalreserve.gov/monetarypolicy/2026-07-mpr-summary.htm
- Vanguard, checked 2026-10-05: https://corporate.vanguard.com/content/corporatesite/us/en/corp/vemo/ai-oil-changing-global-economy.html
- Morningstar, checked 2026-10-05: https://www.morningstar.com/business/insights/webinars/watch?commid=676165
- Morningstar, checked 2026-10-05: https://www.morningstar.com/business/insights/webinars/watch?commid=676718
- PIMCO, checked 2026-10-05: https://event.webcasts.com/starthere.jsp?ei=1776483&tp_key=65689d5500
- J.P. Morgan Asset Management, checked 2026-10-05: https://event.webcasts.com/starthere.jsp?ei=1776731&tp_key=1594d53042
- Fidelity Investments, checked 2026-10-05: https://q4quarterlymarketupdate2026.splashthat.com/
- Invesco, checked 2026-10-05: https://event.on24.com/wcc/r/5145345/28A4904C144CC4251E92E2C9B6C0AD0D
- CFA Institute, checked 2026-10-05: https://www.cfainstitute.org/insights/events/2026/how-family-offices-changing-investment-landscape
- Capital Group, checked 2026-10-05: https://www.capitalgroup.com/advisor/insights/webinars/midterms-markets-implications-investors.html

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## Cite as

AdvisorIQ, as of 2026-10-08. https://advisoriq.com/topics/markets-and-economy/

License: https://advisoriq.com/license/