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Markets and the Economy

Put recent portfolio performance in context with market themes, our outlook and your goals.

The Weekly Five

Expect the Expected

As we head into the second half of 2025 investors continue to show marked optimism, buoyed by resilient economic data and a growing consensus that tariff rates will, ultimately, be manageable. Significant uncertainty on the full impact of trade negotiations, inflation and monetary policy, however, persist, and we remain mindful that navigating such unknowns as they unfold is a “feature, not a bug” of functional markets. We discuss our updated views in this Weekly Five.

  1. What does the latest economic data reveal about the strength of the U.S. economy?
  2. How are negotiations with major trading partners progressing?
  3. How are markets responding to trade negotiations and recently passed U.S. tax legislation?
  4. What's driving the uptick in longer-term bond yields?
  5. Do you expect volatility to return to markets later this year?
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Put recent portfolio performance in context with market themes, our outlook and your goals. Our Invested publication includes the Weekly Five commentary, videos, podcasts and more.

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