Category: Uncategorized

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 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 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 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

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

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

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

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