July 2025 Perspective

2025-07-02 05:30:00 ET

We’ve discussed topics such as change and uncertainty extensively over the past several quarters. These dynamics can be uncomfortable in and of themselves, to say nothing of the volatility that they can inject into financial markets. Some changes are abrupt. Others take time. Some are binary and potentially predictable, while others are far more uncertain and open-ended. We spent much of June sitting on the precipice of change. Where we go from here on several fronts may well dictate what we can expect from financial markets....

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