Stonebridge Capital Advisors

July 2025 – Stonebridge Monthly Market Commentary

July 2025 – Stonebridge Monthly Market Commentary

While short-term volatility may return, July reinforced the benefits of a disciplined approach. With AI momentum, rate speculation, and style convergence all at play, this is a time for clarity and consistency.

Discussing the markets’ reactions to economic and geopolitical events, our Directors of Equity and Fixed Income provide an outlook for what lies ahead.

Key Takeaways:

  • Strong Market Sentiment: Q2 Earnings & AI Optimism
  • Weak July Jobs Report: Treasury Prices Higher, Yields Lower
  • Investor Implications: Stay Invested, Stay Balanced, Mind the Volatility
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