Midyear Market Check In: Are we climbing toward growth or sliding into risk?

2025 has already brought sweeping legislative changes, new tariffs, and significant regulatory shifts. While the economy is showing signs of resilience, challenges remain. Individuals are navigating persistent inflation on the goods side, and business owners are contending with rising input costs, cautious consumer behavior, and a volatile regulatory landscape. In today’s episode, we’re sharing a replay of a recent webinar held on Thursday, July 17. I was joined by our, Chief Economist, Luke Tilley, Chief Investment Strategist, Meghan Shue, and Head of U.S. Markets Dave DiLuigi, to discuss what these historic changes mean for the economy and markets. Our discussion centers on our 2025 Capital Markets Forecast: A Chutes & Ladders Economy—exploring how economic risks and opportunities are unfolding as we move into the second half of the year. We hope you find the discussion insightful.