Sage Advice 2Q25 Market Review + Outlook

July 8, 2025 — The second quarter brought a year’s worth of macro events and announcements in three months. The dominant trend was the trade/tariff related selloff and the subsequent rebound. Recession, inflation, and dollar fears all eased off worst-case expectations as the quarter progressed and were replaced by building optimism toward policy support.

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Featured Insights

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Fixed Income

One Big Beautiful Bill

July 8, 2025 -- On July 3rd, Congress approved the sweeping One Big Beautiful Bill Act, which was signed into law on Independence Day, meeting the deadline for the bill set...

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Fixed Income

Wire to Wire in the First Half of 2025

July 1, 2025 -- Standing at the midpoint of 2025, it’s clear that global markets have been anything but ordinary. From DOGE-driven political movements pushing for...

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Fixed Income

Trump, Powell, and the Great Rate Debate

June 26, 2025 -- There's a new twist developing between President Donald Trump and Federal Reserve Chair Jerome Powell. What began as a difference in economic philosophy has...

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