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Financial market round-up – Jul’25

Truemind Capital

Equity markets in the US also hit record levels due to ease of geopolitical tensions, dovish fed and trade developments, but economic data released in early July for Q1 2025 (Jan-Mar) presents a mixed picture. Historically, when banks sense stronger economic momentum, they are more willing to lend. Greed is good or bad?

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Past Elections Status Quo Means No Need for Woe

Investing Caffeine

Consider the following tailwinds benefitting the new president: Strong Economy: The broadest measurement of economic activity, Gross Domestic Product (GDP), registered a healthy +2.8% growth rate for Q3 Resilient Jobs Market: The just-reported unemployment rate of 4.1% today is representative of a strong but slowing job market.

Economy 52
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From Policy to Portfolio: The Economic Impact of Tariffs

Bell Investment Advisors

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. and global economic events.

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Financial market round-up – Apr’25

Truemind Capital

A combination of average Q3FY25 earnings, sluggish economic data, and persistent FII outflows weighed on the sentiment. This reinforces our belief in maintaining funds in fixed income so that we can respond when markets present opportunities. As anticipated, mid and small-caps corrected more sharply due to frothy valuations.

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Three Things – Three Charts I am Thinking About

Discipline Funds

They downgraded their economic outlook marginally and raised inflation expectations slightly. economic growth and 3% inflation. But if you’d slept thru it all and looked at stock prices you might think that nothing actually happened as markets have largely shrugged this off. 1) Too Late Jerome? The Fed projects 1.4%

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Transcript: Christine Phillpotts, Ariel Investments

The Big Picture

We’ll get to where you work at JP Morgan, but economics bachelor’s from Columbia MBA from Harvard. So I decided to become an economics major and a psychology minor. So the intersection of psychology and economics became really interesting. Christine Philpots. 00:01:37 [Speaker Changed] Thank you for having me.

Investing 144
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Nobody Knows Anything, Dot Plot Edition

The Big Picture

When it comes to forecasting economic outcomes, the Fed is no better or worse than anybody else. They may be terrible economic forecasters but give them credit for not burying bad predictions like so many on Wall Street tend to do. Go to the Fed’s website, and search for “ Summary of Economic Projections.”

Economics 322