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July 2025 – Stonebridge Monthly Market Commentary

Category: Featured

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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June 2025 – Stonebridge Monthly Market Commentary

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:

  • Market Resilience Amid Challenges
  • Federal Reserve Outlook
  • Maintaining Diversified Portfolio Structure
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Stonebridge Economic Outlook – June 27, 2025

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:

  • Tariff permanence and scope
  • Consumer behavior – permanent income effects
  • Fed policy response – particularly if inflation and unemployment diverge
  • Final shape of fiscal legislation

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.

Read Economic Outlook

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