June 2025 Markets & Economy
Автор: Destiny Capital
Загружено: 2026-02-04
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In our latest Market & Economy Video Update, CEO Jarrod Musick and CIO Tim Doyle unpack the ripple effects of shifting trade policy, robust corporate earnings, and new tax legislation—revealing what it could mean for markets and investors heading into summer:
Trade Delays: Tariff announcements and pauses have created some policy uncertainty and hesitation among investors.
Market Momentum: Major indexes appeared to rebound in April and May, likely driven by solid earnings.
Tech Leads the Way: The “Magnificent Seven” stocks posted +27.7% combined earnings growth.
Inflation in Check—For Now: Pre-tariff inventory stockpiling has likely helped to keep prices stable.
Tax Bill Implications: The One Big Beautiful Bill has the potential to widen deficits and push long-term rates higher.
Debt Watch: Interest payments are anticipated to exceed $950B in FY2025—raising sustainability concerns.
Read more on our blog: https://destinycapital.com/markets-and-eco...
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