Research
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...
- 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.
- Rate and Credit View | Making Mortgage Finance Private Again | July 2025
LPL Research analyzes the potential privatization of Fannie Mae and Freddie Mac and its impact on mortgage rates, credit access, and the MBS market.
- Weekly Market Commentary | Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer | July 21, 2025
LPL Research provides its midyear bond and commodity market outlook on interest rates, Federal Reserve rate cuts, gold, the U.S. dollar, and much more.
- 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?
- 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.
Recent Posts
Economy in Uncharted Waters | Weekly Market Commentary | July 28, 2025
Last week, investors were reminded of the persistent impact the pandemic had on many macro models. In particular, the Leading Economic Index (LEI), which has historically been the Conference Board’s accurate leading indicator of the business cycle, still points to a deep, imminent recession as of last month.
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