LPL Financial Research
Stay up-to-date with LPL Research’s Weekly Market Commentary, Global Portfolio Strategy, and other informative publications. Gain valuable insights into market trends, economic analysis, and investment opportunities.

- 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.
- 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.
- Market Insight Quarterly | Q2 2025
This quarterly publication helps provide clarity and context to the issues affecting the economy, stock, and bond market.
- Global Portofolio Strategy | S&P 500 Starts the Second Half at an All-Time High | July 10, 2025
LPL Research raised its S&P 500 and 10-year yield targets, along with an upgrade on two alternative investment strategies.
- Weekly Market Commentary | Midyear Stock Market Insights: Challenges and Opportunities | July 14, 2025
LPL Research provides their midyear stock market outlook, discussing tariffs, geopolitical uncertainty, the Mag 7, and more.
- Client Letter | Midyear Outlook 2025 | July 8, 2025
LPL Research provides a few key takeaways from their Midyear Outlook report, which is now available.
- July 2025 Client Letter | America Gets Record High Stock Prices for Its Birthday
Markets sizzle — S&P hits new highs amid global shifts, AI buzz, and policy tailwinds. Can the rally keep cooking into year-end?
- Weekly Market Commentary | Strategic Time Horizon Supports Allocation to Non-U.S. Equities | June 30 2025
LPL Research examines why strategic allocations should still consider diversification into international equities.
- Weekly Market Commentary | China’s Equity Market Diverges: A-Shares vs. H-Shares | June 23 2025
LPL Financial explores the split in China’s stock market, as mainland A-shares struggle and internationally accessible H-shares rally on renewed investor interest.
- Weekly Market Commentary | Inflation’s Importance to Financial Markets Cannot Be Overstated | June 16, 2025
Inflation’s effects on the economy, policy, and the financial markets are wide-ranging. LPL Financial explores the ways inflation can impact the market.
- Global Portfolio Strategy | Staying the Course as S&P 500 Threatens New Highs | June 2025
U.S. stocks settled sharply higher last month with the S&P 500 and Nasdaq delivering their best month since November 2023.
- Weekly Market Commentary | Q1 Buybacks Boost Stocks Amid Market Recovery | June 9, 2025
Corporate buybacks surged in Q1, supporting the market’s rebound. LPL Financial explores which sectors are buying and how it could shape future returns.
- June 2025 Client Letter | Volatility Likely to Bring Opportunities As Trade Uncertainty Continues
LPL Research discusses potential implications of latest tariff news, solid first quarter earnings results, and bond market headwinds.