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7.8.25 Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations

Recently, the LPL Research team published the 2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations. A check-in on where the markets have been and where they seem to be headed, the report is a great guide to help steer personal portfolios.

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7.2.25 Midyear Outlook 2025 — Preview of Fixed Income and Commodities

As we enter the second half of 2025, investors face a complex and evolving landscape shaped by shifting trade policies, inflationary pressures, and geopolitical uncertainty.

 

A Dr. Jekyll and Mr. Hyde Bond Market


Within the fixed inc

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7.1.25 Midyear Outlook 2025 Coming Soon — Economy and Equities Preview

Additional content provided by Dr. Jeffrey Roach, Chief Economist.

 

As we enter the second half of 2025, investors face a complex and evolving landscape shaped by shifting trade policies, inflationary pressures, and geopolitical uncertain

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Pragmatic Optimism

Overview

Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again to the upside. Stocks continued their strong performance, driven by powerful trends in artif

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Categories

  • Outlook 2025
  • Market Commentary
  • Economic Commentary
  • Financial Planning

Other Articles

  • 9.18.25 Alternatives Alt-Data Usage
  • 9.17.25 Will Stocks Rally Through Year Two of the Fed Cutting Cycle
  • 9.16.25 Who needs ROI when you can have RPO?
  • 9.11.25 Fragile Mandates and Rising Yields
  • 9.10.25 Resumption of Fed Easing Cycle Could Help Unlock Capital
  • 9.9.25 Some Good News and Some Bad News About the Jobs Report
  • 9.4.25 Policy Shifts Could Reshape 401(k) Investing
  • 9.3.25 Tariff Ruling Doesn’t Matter As Much as You Might Think
  • 9.2.25 Tactical Asset Allocation Positioning Insights
  • 8.28.25 So Long Sweet Summer: A Closer Look at September Seasonals

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