Author: TIMLYONSUF

LPL Research offers a comprehensive outlook on global markets, highlighting the impact of AI-driven earnings, evolving trade dynamics, and shifting interest rate expectations. https://www.lpl.com/content/dam/lpl-research/documents/global-portfolio-strategy-august-2025.pdf Read more

As July wrapped up and August got underway, investors were met with a whirlwind of market-moving events — from central bank speculation and a flurry of earnings reports to surprising economic data and shifting trade dynamics. LPL Research cuts through the noise to share key insights and help investors make sense of what’s ahead. https://www.lpl.com/content/dam/lpl-research/documents/client-letter-investor-08-2025.pdf Read more

LPL Research analyzes an eventful week for markets, discussing potential Fed actions, the recent jobs report, earnings season, and more. https://www.lpl.com/content/dam/lpl-research/documents/weekly-market-commentary-08-04-25.pdf Read more

LPL Research analyzes the U.S. economy’s uncertain path amid evolving trade policy, rising delinquencies, and shifting market leadership. https://www.lpl.com/content/dam/lpl-research/documents/weekly-market-commentary-07-28-25.pdf Read more

LPL Research analyzes the potential privatization of Fannie Mae and Freddie Mac and its impact on mortgage rates, credit access, and the MBS market. https://www.lpl.com/content/dam/lpl-research/documents/rate-and-credit-view-july-2025.pdf Read more

LPL Research provides its midyear bond and commodity market outlook on interest rates, Federal Reserve rate cuts, gold, the U.S. dollar, and much more. https://www.lpl.com/content/dam/lpl-research/documents/weekly-market-commentary-07-21-25.pdf Read more

LPL Research asks will second quarter results and guidance from corporate America be good enough to set up positive earnings surprises in the second half despite tariffs? https://www.lpl.com/content/dam/lpl-research/documents/equity-strategy-insights-july-2025.pdf Read more

This quarterly publication helps provide clarity and context to the issues affecting the economy, stock, and bond market. https://www.lpl.com/content/dam/lpl-research/documents/market-insight-quarterly-q2-2025.pdf Read more

LPL Research raised its S&P 500 and 10-year yield targets, along with an upgrade on two alternative investment strategies. https://www.lpl.com/content/dam/lpl-research/documents/global-portfolio-strategy-july-2025.pdf Read more

LPL Research provides their midyear stock market outlook, discussing tariffs, geopolitical uncertainty, the Mag 7, and more. https://www.lpl.com/content/dam/lpl-research/documents/weekly-market-commentary-07-14-25.pdf Read more