While June wasn’t without headwinds, bonds rallied and equities reached all-time highs again – a reminder of the importance of staying invested through periods of market volatility.
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:
As we remain in a volatile and policy-sensitive economic environment, what does this mean for the state of the U.S. economy? Near-term growth is driven by trade distortions and income spikes, while structural headwinds may threaten momentum later in 2025.
Key variables to watch:
Providing his new forecast, our Chief Economist, Daniel E. Laufenberg, Ph.D., details what lies ahead for monetary and fiscal policy in the remaining half of the year.
May left us with market conditions continuing to show the importance of a disciplined approach to your investments. Discussing the month’s reactions to economic and policy changes, our Directors of Equity and Fixed Income provide an outlook for what lies ahead.
Key Takeaways:
