Muhlenkamp Quarterly Market Commentary – July 2025

Published on July 24, 2025

When we started gathering the economic and financial metrics we so often include in these letters, we found that for the second quarter in a row little had changed.

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Noise and Opportunity in Emerging Markets Debt

July 24, 2025
In January, our emerging markets (EM) debt outlook called for steady growth, manageable inflation, and resilience in the face of geopolitical noise.

ICYMI: Secretary Chavez-DeRemer praises One Big Beautiful Bill Act during ‘America at Work’ stops in Georgia

July 24, 2025
ATLANTA – U.S. Secretary of Labor Lori Chavez-DeRemer continued her America at Work listening tour this week in Atlanta, where she met with linemen at Georgia Power’s Klondike Training Center, spoke at the National Association of Latino Elected and Appointed Officials’ 42nd Annual Conference, and toured a Coca-Cola bottling facility. Throughout these visits, the Secretary emphasized the Trump Admi