Resources
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 policies would simply mirror those of his prior term. The impact of policy direction has been central to market direction this year. Uncertainty around trade policy dominated the stock market’s path in the first half of the year
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 policies would simply mirror those of his prior term. The impact of policy direction has been central to market direction this year. Uncertainty around trade policy dominated the stock market’s path in the first half of the year
Weekly Market Commentary
- Weekly Market Commentary | Grand Ideas at the Grand Tetons | August 25 2025
LPL Research examines recent Fed comments and what to expect moving forward.
- Weekly Market Commentary | Earnings Season Delivers | August 18, 2025
LPL Research discusses key takeaways from the most recent earnings season.
- 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 […]
- 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 […]
- 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 […]
- 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 […]
Market Signal Podcast
Macro. Market. Movers
- Are Tariffs the Solution to America’s Debt Problem?
LPL Research highlights the potential positive impact tariffs could have on the Treasury market.
- Retail Earnings Round-Up
LPL Research analyzes the latest earnings of U.S. retailers.
- Weekly Market Performance — August 22, 2025
LPL's Weekly Market Performance for the week of August 18, 2025, highlights Fed Chair Powell's […]
- Are Active Funds Keeping Up in the Small Cap Growth Rally?
LPL Research examines the recent rally for small cap growth stocks and how actively managed small […]
- How GLP-1 Drugs Are Changing Consumer Spending
GLP-1 adoption is shifting consumer demand — LPL Research explores how it affects restaurants, […]
- Top Eight LPL Research Takeaways from LPL’s Focus Conference
LPL Research shares some takeaways from its national conference in San Diego last week.