Your Starting Point Matters | 2Q Perspective

Capital Markets

After one of the most volatile quarters in recent memory, what’s next for the global economy and markets?

Author

Alexander Chaloff: Chief Investment Officer & Head of Investment & Wealth Strategies

Key Takeaways

Tariff policies and the way in which they were implemented drove US stocks into a bear market in early Q2, with the easing of those policies allowing the market to recover to all-time highs

Starting points matter—economic momentum coming into 2025 may well be enough to sustain the economy even through the shocks experienced to date

“Hard” economic data remains strong, while “soft” survey-based data has weakened. We think much of that weakness is mitigated by corporate commentary

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Your Starting Point Matters | 2Q Perspective

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Your Starting Point Matters | 2Q Perspective

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