Research

Outlook 2025: Pragmatic Optimism
Outlook 2025: Pragmatic Optimism By LPL Financial Research Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful trends in artificial intelligence and technology. On the other hand, the bond market experienced another lackluster year amid policy ambiguity and uneasiness over rising debt levels. As we look to 2025, we remain cautiously optimistic. We’re cautious because no market

Outlook 2025: Pragmatic Optimism
Outlook 2025: Pragmatic Optimism By LPL Financial Research Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful trends in artificial intelligence and technology. On the other hand, the bond market experienced another lackluster year amid policy ambiguity and uneasiness over rising debt levels. As we look to 2025, we remain cautiously optimistic. We’re cautious because no market
Weekly Market Commentary
- June 2025 Client Letter | Volatility Likely to Bring Opportunities As Trade Uncertainty Continueson June 4, 2025 at 5:07 pm
LPL Research discusses potential implications of latest tariff news, solid first quarter earnings […]
- Weekly Market Commentary | Tariffs and Market Volatility Likely to Stickon June 2, 2025 at 1:36 pm
LPL Research discusses recent tariff news, what direction the Trump administration might go in […]
- Weekly Market Commentary | Can Earnings Catch Up to This Stock Market Rally?on May 27, 2025 at 1:52 pm
LPL Research discusses first quarter's solid reporting season and why it might not offer much of a […]
- Weekly Market Commentary | Market Update: Tariff Pause Boosts Sentiment, Fed Steadyon May 19, 2025 at 2:30 pm
LPL Research explores the temporary pause on tariffs with China, the impact on investor sentiment, […]
- Weekly Market Commentary | Bulls Are on Trialon May 12, 2025 at 3:32 pm
LPL Research discusses trade talks and their market outlook, noting progress but ongoing […]
- LPL Research| May 2025 Global Portfolio Strategy | Adding Global Diversification on Growing Trade Optimismon May 8, 2025 at 6:26 pm
Major averages ended a volatile April mostly lower after paring back a deep correction in the wake […]
Market Signal Podcast
Macro. Market. Movers.
- Weekly Market Performance — June 6, 2025
LPL's Weekly Market Performance for the week of June 2, 2025, highlights a full slate of labor […]
- Independent Power Producers in an Electricity Bull Market
Electricity demand is booming as AI drives data center growth. LPL Financial discusses how IPPs […]
- Tech, Consumer, and Comms Drive Best May Since 1990
The S&P 500 soared 6.3% in May, its best since 1990, as growth sectors rebounded sharply. LPL […]
- Finding Clues in the Upcoming Jobs Report
LPL Research explains how long-term unemployed data give insights into the labor market.
- Weekly Market Performance — May 30, 2025
LPL's Weekly Market Performance for the week of May 26, 2025, highlights a busy week of trade […]
- Court Blocks Trump Tariffs, Raising Trade Policy Uncertainty
A federal court ruling blocks major U.S. tariffs, shaking up President Trump’s trade strategy.