2025 Midyear Outlook: Where the Economy and Markets Go From Here

Published on June 18, 2025

The first half of the year has left investors with many questions about the path ahead for the economy and markets. Unfortunately, there haven’t been many concrete answers. Tariff announcements and trade negotiations have commanded the room.

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The Iran-Israel Conflict And The Likely Impact On The Market

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The Iran-Israel conflict and equity markets are now in sharp focus. As direct strikes escalated in June 2025, global financial markets responded immediately. Israel’s airstrikes on Iranian nuclear and energy infrastructure triggered retaliatory missile and drone attacks from Iran.

Supply Chain Messages About the Trade War

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What happens in global supply chains can provide insight into how tariffs and the trade war may affect economies around the world.