LPL Research
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...
- Words to Invest By: Earnings Drive Stock Prices
LPL Research explores how earnings trends impact stock performance, focusing on estimates and sector outlooks.
- Outlook 2026 Client Letter | December 9, 2025
LPL Research provides a few key takeaways from their Outlook report, which is now available.
- Outlook 2026 | The Policy Engine | December 9, 2025
LPL Research offers 2026 Outlook: The Policy Engine, providing a comprehensive recap of the economy and market to date, plus a forecast into 2026.
- Global Portfolio Strategy | November Pullback Could Set the Stage for Year-End Rally | December 8, 2025
LPL Research changes its view on alt strategies while noting November pullback could spark a year-end rally.
- Client Letter | Stocks Pass Another Test With November Rebound | December 3, 2025
LPL Research reviews November’s gains and highlights key 2026 drivers — Fed policy, AI, and strategies to manage volatility.
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Halloween Special: What Could Spook Markets | Weekly Market Commentary | October 27, 2025
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Happy Anniversary Bull Market | Weekly Market Commentary | October 13, 2025
Q3 Earnings Season Preview: Little Suspense | Weekly Market Commentary | October 6, 2025
Equity Market Melt-Up Cools as Government Shutdown Looms | Weekly Market Commentary | September 29, 2025
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Jerrí Hewett Miller CFP®, RICP, BFA
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