LPL Blog
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s...
LPL Research
- Global Portfolio Strategy | Resilient Rally: AI, Earnings, and Trade Deals Drive July Highs | August 7, 2025
LPL Research offers a comprehensive outlook on global markets, highlighting the impact of AI-driven earnings, evolving trade dynamics, and shifting interest rate expectations.
- Weekly Market Commentary | Stocks Sailing Smoothly Through Policy Crosscurrents So Far | August 11 2025
LPL Research examines recent stock performance in the face of changing and unexpected policy decisions by the current administration.
- Client Letter | Resilient Markets Amid Economic Crosscurrent | August 6, 2025
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.
- Weekly Market Commentary | Seven Takeaways From a Dizzying Week For Markets | August 4, 2025
LPL Research analyzes an eventful week for markets, discussing potential Fed actions, the recent jobs report, earnings season, and more.
- Weekly Market Commentary | Economy in Uncharted Waters | July 28, 2025
LPL Research analyzes the U.S. economy’s uncertain path amid evolving trade policy, rising delinquencies, and shifting market leadership.