Author: TIMLYONSUF
-
Equity Strategy Insights | A Lot Riding on Second Quarter Earnings Season | July 2025
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
-
Market Insight Quarterly | Q2 2025
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
