Research
Outlook 2024: A Turning Point
In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic...
- 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?