Summer 2025 Market Update

Markets reached new record highs this summer, with the S&P 500 and Nasdaq 100 surging despite ongoing tariff negotiations and geopolitical tensions. Earnings season kicked off with low expectations but saw many surprises to the upside — particularly in the tech sector. Meanwhile, Bitcoin continued to gain traction, and inflation has trended lower.

Our mid-year outlook explores how these events, combined with falling interest rates and strong corporate performance, are shaping investor sentiment and long-term strategy.

Download the full PDF report below for charts, sector breakdowns, and our forward-looking insights.