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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.
- What does the latest economic data reveal about the strength of the U.S. economy?
- How are negotiations with major trading partners progressing?
- How are markets responding to trade negotiations and recently passed U.S. tax legislation?
- What's driving the uptick in longer-term bond yields?
- 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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Market Currents
There are many debates in the investment world. These debates tend to generate alarmist headlines and considerable uncertainty among investors looking to position their portfolios for the future. In Market Currents, host Katie Nixon explores arguments on both sides of these debates by separating facts, myths and theories with the help of industry-leading experts. The resulting insights position listeners to put headlines in context with the evidence and make better-informed investment decisions.
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