LPL Financial Holdings Inc. · NASDAQ:LPLA
LPL Financial — Investor Presentation (May 2025)
17 slides from LPL Financial's investor presentation, May 19, 2025
Slide 1: LPL Market Signals
LPL Market Signals Listen to the New Episode Now! Member FINRA/SIPC
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
Slide 3: Agenda
Agenda 1. Market Recap: 2nd Best Week of ’25 for S&P 500 2. Sentiment Gets a Jolt 3. Does the U.S. Debt Downgrade Even Matter? 4. Week Ahead: Quiet Data Week so Watch Earnings Member FINRA/SIPC 3
Slide 4: Market Recap
Market Recap Second Best Week of 2025 on China Tariff Pause and AI Headlines Member FINRA/SIPC
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 5,958.38 5.3 -2.2 1.8 14.0 MSCI All-Country World 880.62 4.1 0.
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 2,233.09 -0.2 0.9 2.0 4.5 BBG
Slide 7: S&P 500 Just 4% Off Record Highs
S&P 500 Just 4% Off Record Highs Source: LPL Research, Bloomberg, 05/19/25 Disclosures: All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 7
Slide 8: Sentiment Gets a Jolt
Sentiment Gets a Jolt How Much Changed After the China Tariff Pause? Member FINRA/SIPC
Slide 9: Effective Tariff Rate Now Roughly 13%
Effective Tariff Rate Now Roughly 13% Source: LPL Research, Fitch Ratings, Census Bureau 05/19/25 Member FINRA/SIPC 9
Slide 10: The Biggest and Deepest Capital Markets Help the U.S. Maintain Its Exceptionalism
The Biggest and Deepest Capital Markets Help the U.S. Maintain Its Exceptionalism Source: LPL Research, International Monetary Fund 05/15/25 Member FINRA/SIPC 10
Slide 11: US Dollar Still Makes Up Most of Global Currency Reserves
US Dollar Still Makes Up Most of Global Currency Reserves Source: LPL Research, International Monetary Fund 05/19/25 Member FINRA/SIPC 11
Slide 12: U.S. Debt Downgrade
U.S. Debt Downgrade Does it Matter? Member FINRA/SIPC
Slide 13: Reaction to the U.S. Debt Downgrade by Moody's
Reaction to the U.S. Debt Downgrade by Moody’s • Moody’s downgraded U.S. debt from Aaa to Aa1, citing debt and deficit concerns. • No surprise — Moody’s downgraded the outlook from stable to negative in 2023 and other two major credit agencies already made this move. • Practically speaking, we belie
Slide 14: Watch 30-Year Treasury Yields For Evidence of Bessent Put
Watch 30-Year Treasury Yields For Evidence of Bessent Put Source: LPL Research, Bloomberg, 05/19/25 Disclosures: All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 14
Slide 15: Week Ahead
Week Ahead Quiet Data Week so Focus on Earnings and Fed Speakers Member FINRA/SIPC
Slide 16: Week Ahead: Quiet Data Week
Week Ahead: Quiet Data Week Just 18 S&P 500 companies will report earnings this week including Home Depot (HD) and Target (TGT) 05/19/25 Event Period Survey Actual Prior Leading Index Apr -0.90% -- -0.70% 05/20/25 Event Period Survey Actual Prior Philadelphia Fed Non-Manufacturing Activity May -- --
Slide 17: Thank You for Joining
Thank You for Joining Member FINRA/SIPC
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