Looking back on the first half of 2025, we see a tale of two opposing forces acting on the economy and market.

On one hand, there was the tariff and trade drama and policy whiplash that unsettled markets, leading to a sharp selloff in February and March.

On the other, we had surprisingly robust economic fundamentals—with solid jobs performance, inflation under control, and growing corporate earnings.

Our free 2025 Mid-Year Review1 looks at how both of these forces have shaped the economy and market in the first half of the year—including how investor sentiment has not aligned with the real economy in many ways. Get our key insights and analysis of the year so far including:

  • Q1: Tariffs Take the Spotlight
  • Q2: Policy Uncertainty and Economic Resilience
  • Bottom Line for investors

If you have $500,000 or more, fill out the form to get your free guide today!

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