In 2025, the U.S. economy has shown resilience despite challenges from government policies. While inflation has eased, it remains elevated due to ongoing tariff-related pressures, and the labor market is in a period of low hiring, low firing.

Japan’s Nikkei 225 index surged 6.7% over the past week, hitting record highs following the ruling party’s selection of pro-business Sanae Takaichi as its new leader. Are you too late to catch the rally? Let’s take a look.

Despite the shutdown, markets were more focused on labor and the probability of more rate cuts.

Economic data and Fed commentary have tempered investor expectations for two additional rate cuts this year.

After the Fed’s recent 25 basis point rate cut, U.S. equities surged to all-time highs. Economic resilience and monetary easing seem to be driving markets to embrace risk again. But how well has that risk translated into returns? Let’s look at a few different investment styles to see how they’ve fared lately.

U.S. equities rose and bonds fell as the Fed cut rates.

After years of underperformance relative to U.S. markets, international equities are staging a strong comeback in 2025. 

A strong finish to 2Q25 earnings and higher odds of a rate cut pushed markets higher this week.

Despite the numerous headlines around potential stagflation and recession, the U.S. economy continues to show signs of strength and stability. While growth has cooled from its post-pandemic highs, the data points to a controlled normalization. Here’s what’s happening, and what it means for your portfolio...

Despite significant market volatility and policy shifts, the U.S. economy enters a new paradigm with a solid foundation.