2025 Mid Year Investment Outlook: Slow Grind
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2025 Mid Year Investment Outlook: Slow Grind
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Welcome to our mid-year outlook on the economy and investment markets. We will talk about tariffs, the conflict in the middle east, whether or not we see a recession brewing, the “big beautiful tax bill” and of course the outlook for stocks, bonds, gold, real estate and other investment assets.
01:38 - What's Happened So Far This Year
04:37 - U.S. Economic Outlook
11:47 - Tariff War Outcomes
17:21 - Iran - Israel Conflict
19:09 - One Big Beautiful Bill's Economic Impact
27:00 - Stock Market Outlook
31:00 - Interest Rates and Bond Outlook
36:00 - Gold Outlook
37:20 - Housing Market and Conclusions
Connect with Capital Stewards: https://www.thecapitalstewards.com/startconversation
Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.