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...
Bear Market Rally? Probably Not | LPL Street View
Marc Zabicki, Chief Investment Officer at LPL Financial, discusses two potential market scenarios following a 15% or more decline: a V-shaped recovery, which typically happens after a market shock like tariffs, and a more prolonged weakening where markets recover but then decline again due to fundamental economic changes. The current market is more likely to follow the second scenario, urging investors to remain vigilant and consider a cautious approach like dollar cost averaging.
Tracking: #745655

Can Earnings Catch Up to This Stock Market Rally? | Weekly Market Commentary | May 27, 2025
First quarter reporting season was solid, but results didn’t offer much of a confidence boost in the outlook for the rest of the year.

Market Update: Tariff Pause Boosts Sentiment, Fed Steady | Weekly Market Commentary | May 19, 2025
In just a matter of hours last week, investors apparently decided that stocks were on sale, and it was time to buy. But nothing materially changed as consumers were still pessimistic about the future, firms were on the sidelines waiting to deploy capital amid tariff uncertainty, and the Federal Reserve (Fed) remained committed to their “Wait and See” stance.

Bulls Are on Trial | Weekly Market Commentary | May 12, 2025
Earnings continued to come in better-than feared, but “tariff uncertainty” continued to get flagged on most conference calls. The Federal Reserve (Fed) kept rates unchanged and stuck to its patient approach with monetary policy, despite notable downgrades to economic growth estimates and rising recession probabilities since their last meeting.
EDUCATIONAL ARTICLES

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...

Midyear Outlook 2024: Still Waiting for the Turn
Expanding on our initial 2024 Outlook, “A Turning Point,” this midyear update offers fresh insights into the economic and market landscape, along with their potential impact on investment portfolios.