Author: TIMLYONSUF
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Global Portofolio Strategy | S&P 500 Starts the Second Half at an All-Time High | July 10, 2025
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
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Weekly Market Commentary | Midyear Stock Market Insights: Challenges and Opportunities | July 14, 2025
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
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Midyear Outlook 2025 | Pragmatic Optimism, Measured Expectations | July 8, 2025
LPL Financial is pleased to offer 2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations, providing a comprehensive recap of the economy and market to date, plus a forecast through year-end. https://www.lpl.com/content/dam/lpl-research/documents/midyear-outlook-2025.pdf Read more
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Client Letter | Midyear Outlook 2025 | July 8, 2025
LPL Research provides a few key takeaways from their Midyear Outlook report, which is now available. https://www.lpl.com/content/dam/lpl-research/documents/client-letter-investor-midyear-outlook-07-2025.pdf Read more
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July 2025 Client Letter | America Gets Record High Stock Prices for Its Birthday
Markets sizzle — S&P hits new highs amid global shifts, AI buzz, and policy tailwinds. Can the rally keep cooking into year-end? https://www.lpl.com/content/dam/lpl-research/documents/client-letter-investor-07-2025.pdf Read more
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Weekly Market Commentary | Strategic Time Horizon Supports Allocation to Non-U.S. Equities | June 30 2025
LPL Research examines why strategic allocations should still consider diversification into international equities. https://www.lpl.com/content/dam/lpl-research/documents/weekly-market-commentary-06-30-25.pdf Read more
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Weekly Market Commentary | China’s Equity Market Diverges: A-Shares vs. H-Shares | June 23 2025
LPL Financial explores the split in China’s stock market, as mainland A-shares struggle and internationally accessible H-shares rally on renewed investor interest. https://www.lpl.com/content/dam/lpl-research/documents/weekly-market-commentary-06-23-25.pdf Read more
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Inflation’s Importance to Financial Markets Cannot Be Overstated
Inflation’s effects on the economy, policy, and the financial markets are wide-ranging. LPL Financial explores the ways inflation can impact the market. https://www.lpl.com/content/dam/lpl-research/documents/weekly-market-commentary-06-16-25.pdf Read more
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Global Portfolio Strategy | Staying the Course as S&P 500 Threatens New Highs | June 2025
U.S. stocks settled sharply higher last month with the S&P 500 and Nasdaq delivering their best month since November 2023. https://www.lpl.com/content/dam/lpl-research/documents/global-portfolio-strategy-june-2025.pdf Read more
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Weekly Market Commentary | Q1 Buybacks Boost Stocks Amid Market Recovery | June 9, 2025
Corporate buybacks surged in Q1, supporting the market’s rebound. LPL Financial explores which sectors are buying and how it could shape future returns. https://www.lpl.com/content/dam/lpl-research/documents/weekly-market-commentary-06-09-2025.pdf Read more
