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

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

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

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

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

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