Market Update: Stocks Continue to Defy Expectations
Chief Investment Officer Joseph “JP” Powers reviews asset class returns, the Big Beautiful Bill and what to watch in the second half of 2025.
In this month’s video, JP discusses the market’s journey over the first six months of 2025 and looks ahead to the second half. He touches on key provisions in the Big Beautiful Bill and the implications for the deficit, how earnings expectations are rising for 2026, and the “Goldilocks” zone for inflation and the job market. Watch now to learn where JP sees risk and opportunity for investors and the economy!
