Attached is the Maridea Quarterly Market Update for July 2025. This concise report offers a snapshot of key trends and insights shaping the current economic landscape. Here are the summary takeaways for this month:
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After a volatile Q1, markets rallied in Q2 as trade tensions eased, and corporate earnings exceeded expectations. The S&P 500 rose +10.8% in Q2, fully recovering from a -4.3% decline in Q1.
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Q2 saw a de-escalation in trade tensions following widespread tariff announcements in Q1. However, uncertainty remains as exemptions and legal rulings continue to shape the outlook.
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The Fed kept interest rates steady in May and June amid policy uncertainty. Markets now anticipate modest rate cuts starting in September and continuing through 2026.
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While economic and inflation data show resilience, continued policy shifts and upcoming corporate earnings will play a key role in shaping the second half of 2025.
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