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Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations

Jul 9, 2025

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

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 […]
Midyear Outlook 2025 | Pragmatic Optimism, Measured Expectations | July 8, 2025
LPL Financial is pleased to offer 2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations, […]
Market Insight Quarterly | Q2 2025
This quarterly publication helps provide clarity and context to the issues affecting the economy, […]
Global Portofolio Strategy | S&P 500 Starts the Second Half at an All-Time High | July 10, 2025
LPL Research raised its S&P 500 and 10-year yield targets, along with an upgrade on two […]
Weekly Market Commentary | Midyear Stock Market Insights: Challenges and Opportunities | July 14, 2025
LPL Research provides their midyear stock market outlook, discussing tariffs, geopolitical […]
Client Letter | Midyear Outlook 2025 | July 8, 2025
LPL Research provides a few key takeaways from their Midyear Outlook report, which is now available.

Macro. Market. Movers.

Alts for the Second Half — Building Resilience in Times of Uncertainty
LPL Research provides its alternative investment outlook for the second half of 2025.
Short-Term Seasonals Weakening for Equities
LPL Research examines what stock market seasonal trends and similar historical periods may inform […]
Russell Reconstitution: What it Means for Investors
LPL Research examines the recent Russell reconstitution and how it may impact portfolios.
Weekly Market Performance — July 11, 2025
LPL's Weekly Market Performance for the week of July 7, 2025, highlights fresh U.S. tariff threats, […]
Retail Investor Behavior and Flows
LPL Research explains how the growth of retail investing impacts equity markets and how the STAAC […]
One Big Beautiful Bill Act — Six Takeaways
LPL Research highlights six key takeaways from the recent One Big Beautiful Bill Act.

RESEARCH