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Capital Markets Outlook Q3 2025: Red Light, Green Light...Yellow Light?

Source: SeekingAlpha

2025-07-23 08:56:00 ET

Macro Resilience, but Watch for Signs of Strain

Despite heightened policy uncertainty, equities rebounded in the second quarter as the fundamental picture appeared largely unchanged. The US economy remained resilient, helped by the minimal impact of new tariffs on consumer inflation reports. Still, at this point most paths forward suggest higher inflation rates into year end....

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Capital Markets Outlook Q3 2025: Red Light, Green Light...Yellow Light?
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