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Financial market round-up – Jul’25

Truemind Capital

In fact, retail inflation in June hit a six-year low of 2.1%, driven largely by falling food prices. Strong agricultural sowing and good reservoir levels also point to a benign food inflation outlook in the coming months. This shift clearly signals that the inflation battle is, for now, under control. Greed is good or bad?

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Ten Questions on Tariffs, the Economy, Markets, and Our Outlook

Carson Wealth

These include national security-based tariffs on steel, aluminum, and even lumber and agricultural imports (the US imports $200 billion in food products). Amongst other measures, theyre imposing broad tariffs on food imported from the US, which is targeted to hit the export-oriented US agricultural industry.

Economy 87
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10 Friday AM Reads

The Big Picture

Wired ) With Shake Shack in First Class, Airline Food Is No Longer a Joke : The burger is just about mastered at 35,000 feet. She leads the development of all asset allocation models, global investment due diligence and portfolio analytics, and oversees the Global Investment Committees models and Outsourced Chief Investment Office mandates.

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Improve client relationships

Million Dollar Round Table (MDRT)

Allocating retirement planning I introduce asset allocation with clients by dividing retirement life into two parts: basic life and high-quality life. Basic life is daily expenses, like food, clothing, housing and transportation. After showing them that breakdown, I discuss the details of asset allocation.

Clients 98
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Podcast links: expensive elevators

Abnormal Returns

(podcasts.apple.com) Matt Zeigler talks with Yuri Khodjamirian, Chief Investment Officer at Tema ETFs (epsilontheory.com) Corey Hoffstein talks with Victor Haghani about the case for tactical asset allocation. podcasts.apple.com) Meb Faber talks value investing with Matthias Hanauer, a researcher on Robecos Quant Equity Research team.

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A Few Thoughts On Diversification Strategies

Fortune Financial

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities.

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Incorporating the Financial Planning Hierarchy of Needs to Achieve Holistic Financial Planning

eMoney Advisor

For example, the physiological needs at the base of the pyramid comprise what the human body needs to survive—food, water, shelter, and clothing—all things that can be purchased. Cash flow and basic needs encompasses food, housing, and daily expenses and ensures the fundamentals, including physiological needs, are covered financially.