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 | Corporate America Cleared a High Bar This Earnings Season | November 24, 2025
LPL Research examines a third quarter earnings season that is winding down over the next couple of weeks and has once again met Wall Street’s high expectations.
- Rate and Credit View | Can Bonds Still Be a Portfolio Diversifier? | November 2025
LPL explores whether bonds remain effective portfolio diversifiers amid shifting stock-bond correlations and evolving Fed policy.
- Weekly Market Commentary | Early Keys to 2026 | November 17, 2025
In a year that could easily be defined by a few different words — including but not limited to tariffs, technology, or more broadly, uncertainty — capital markets have plugged along splendidly. LPL Research examines their early keys to 2026.
- Japanese Stimulus Tests Yields and the Yen
LPL Research analyzes the market reaction to Japan’s recently announced stimulus package.
- Weekly Market Performance — November 21, 2025
LPL's Weekly Market Performance for the week of November 17, 2025, highlights a volatilie week for global stocks, key earnings, and economic data takeaways.
- 13F Insights: AI, Energy, and the Quiet Rotation Beneath the Surface
LPL Research examines the latest 13F filings for key trends shaping institutional portfolios, including tech dominance, hedge fund crypto bets, and Buffett’s latest moves.
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