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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...

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Market Insight Quarterly | Q3 2025
This quarterly publication helps provide clarity and context to the issues affecting the economy, stock and bond market.
Global Portfolio Strategy | Solid September, But Shutdown Clouds Start of October | October 7, 2025
Despite historical weakness in September, the S&P 500 was tracking above bullish targets, emerging markets showed renewed strength, and the Fed resumed rate cuts. Find out more from LPL Research in the October Global Portfolio Strategy.
Weekly Market Commentary | Q3 Earnings Season Preview: Little Suspense | October 6, 2025
LPL Research provides a Q3 earnings preview highlighting strong AI-driven growth, resilient margins despite tariffs, and a positive outlook for corporate profits into 2026.
Client Letter | Stock Market Fundamentals Outweigh Shutdown Drama | October 1, 2025
LPL addresses the U.S. government shutdown, its historical market impact, and the broader economic outlook. Despite near-term volatility, strong fundamentals, resilient earnings, and long-term growth drivers suggest continued market strength.
Rate and Credit View | Can Investment-Grade Corporate Bonds be the New Risk-Free Asset? | October 2025
LPL Research explores whether investment-grade corporate bonds can rival U.S. Treasuries as the new risk-free asset amid rising national debt and political dysfunction.