Lpl Financial Holdings Inc. · NASDAQ:LPLA

Lpl Financial — Investor Presentation (June 2025)

18 slides from Lpl Financial's investor presentation, Jun 3, 2025

  1. Slide 1: LPL Market Signals

    LPL Market Signals Listen to the New Episode Now! Member FINRA/SIPC

  2. Slide 2: Important Disclosures

    Important Disclosures This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves ri

  3. Slide 3: Agenda

    Agenda 1. Market Recap: Best May Since 1990 2. Bond Market Headwinds Intensify 3. What’s Next For Trump Tariffs After Legal Setback 4. Week Ahead: Jobs Week Member FINRA/SIPC 3

  4. Slide 4: Market Recap: Best May Since 1990

    Market Recap Best May Since 1990 Member FINRA/SIPC

  5. Slide 5: Market Performance

    Market Performance GLOBAL CAPITAL MARKET RETURNS x Price 5-Day 3-Mo. YTD 1-Yr. Price 5-Day 3-Mo. YTD 1-Yr. ($) (%) (%) (%) (%) ($) (%) (%) (%) (%) Domestic Equity Benchmarks (previous day) Global Equity Benchmarks (previous day) S&P 500 5,911.69 1.2 -0.4 1.1 13.5 MSCI All-Country World 879.50 1.3 2.

  6. Slide 6: Market Performance (Continued)

    Market Performance (Continued) GLOBAL CAPITAL MARKET RETURNS Price 5-Day 3-Mo. YTD 1-Yr. Price 5-Day 3-Mo. YTD 1-Yr. ($) (%) (%) (%) (%) ($) (%) (%) (%) (%) Fixed Income (previous day) BBG=Bloomberg Commodity Indices (previous day) BBG=Bloomberg BBG U.S. Agg. Bond Index 2,242.58 0.9 -0.3 2.4 5.5 BBG

  7. Slide 7: S&P 500: Logical Place for a Pause?

    S&P 500: Logical Place for a Pause? Source: LPL Research, Bloomberg, 06/02/25 Disclosures: All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 7

  8. Slide 8: Bond Market Headwinds Intensify

    Bond Market Headwinds Intensify Where Have All the (Duration) Buyers Gone? Member FINRA/SIPC

  9. Slide 9: 10-Year Treasury in a Trading Range

    10-Year Treasury in a Trading Range Source: LPL Research, Bloomberg, 05/30/25 Disclosures: All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 9

  10. Slide 10: Global Duration Dump

    Global Duration Dump Source: LPL Research, Bloomberg, 05/30/25 Disclosures: All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 10

  11. Slide 11: 10-Year U.S. Treasury Yields Are Not Attractive to Foreign Investors

    10-Year U.S. Treasury Yields Are Not Attractive to Foreign Investors Source: LPL Research, Bloomberg, 05/30/25 Disclosures: All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 11

  12. Slide 12: What’s Next For Trump Tariffs

    What’s Next For Trump Tariffs Delay / Do Over, Not Dead Member FINRA/SIPC

  13. Slide 13: Tariff Rates Still Likely To Go Higher Despite Court Ruling

    Tariff Rates Still Likely To Go Higher Despite Court Ruling Source: LPL Research, International Trade Commission 05/29/25 IEEPA is the International Emergency Economic Powers Act Member FINRA/SIPC 13

  14. Slide 14: Federal Interest Payments Getting Dangerously High

    Federal Interest Payments Getting Dangerously High Source: LPL Research, U.S. Treasury, 05/29/25 Member FINRA/SIPC 14

  15. Slide 15: Balance of S&P 500 Uptrends vs. Downtrends Notably Improved

    Balance of S&P 500 Uptrends vs. Downtrends Notably Improved Source: LPL Research, Bloomberg, 05/29/25 All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 15

  16. Slide 16: Week Ahead: Jobs Week

    Week Ahead Jobs Week Member FINRA/SIPC

  17. Slide 17: Week Ahead: Jobs Week

    Week Ahead: Jobs Week ECB Meeting and Broadcom (AVGO) earnings will also garner attention 06/02/25 Event Period Survey Actual Prior Revised 06/05/25 Event Period Survey Actual Prior S&P Global US Manufacturing PMI May F 52.3 -- 52.3 -- Challenger Job Cuts YoY May -- -- 62.70% ISM Manufacturing May 4

  18. Slide 18: Thank You for Joining

    Thank You for Joining Member FINRA/SIPC

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