Investment perspectives | life after liberation day

May 2025

A Mid-Q2 Market and Economic Check-In

As we pass the midpoint of the second quarter, this webinar offered a chance to pause and reflect on where things stand in the financial markets and the broader economic landscape. We examined recent trends, including key economic indicators, shifts in market sentiment, and policy developments that continue to shape global dynamics.

Rather than offering forecasts, this discussion was designed to provide context around what has unfolded so far this year and highlight the underlying forces at play.

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