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.
- Consumer Discretionary Sector Outlook: Tariffs and Slowing Consumer Spending Point to Complacency
LPL Research assesses tariff-related profitability effects on consumer discretionary companies.
- One Big Beautiful Bill Act – Impact on Alternative Investments
LPL Research reviews how the One Big Beautiful Bill Act may impact alternative investments
- Agency MBS Still Offer Attractive Income Opportunities
LPL Research highlights the attractiveness of the mortgage-backed securities market despite concerns about Fannie Mae and Freddie Mac privatization.
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