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...
Policy Headwinds and Tailwinds | LPL Street View
In this episode of LPL Street View, Marc Zabicki, Chief Investment Officer at LPL Financial, addresses the recent surge in market volatility, particularly in bond and equity markets, which has been triggered by changes in U.S. tariff policy. Tracking #725974
Decent Chance Stock Market Bottom Is in but Far From Certain | Weekly Market Commentary | April 14, 2025
This week was one of the most volatile weeks in the history of the stock market. That excludes the historic two-day decline on Thursday and Friday the week before (April 3–4). The S&P 500 dropped 1.6% on Tuesday, April 8, surged 9.5% on Wednesday, April 9 (the third biggest up day since 1950), fell 3.5% on Thursday, April 10, and jumped 1.8% on Friday, April 11. The S&P 500 ended up nearly 6% for the week.
Tariff Turmoil: Where Do We Go From Here? | Weekly Market Commentary | April 7, 2025
Markets got quite a surprise from the Trump administration last week in the form of tariffs above even the most aggressive forecasts, increasing the risks to economic growth and corporate profits.
Tariff Uncertainty Facing Stocks to Start Clearing Soon | Weekly Market Commentary | March 31, 2025
Wednesday is the big day when the Trump administration will provide more clarity on their tariff plans. The latest news has been a mix of encouraging talk about narrow reciprocal tariffs and deep and biting auto (and auto parts) tariffs. It’s tough to lay out a tariff playbook for investors right now, so our advice is to wait and see. Markets and corporate America will need time to digest the information and figure out their next move. As potential dip buyers, we’re not in a big hurry.
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.