We’ve hit the halfway mark of 2025—and what a ride it’s been. From economic uncertainty to market resilience, the latest Take 5, featuring Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, breaks down where we are so far in 2025 and where we might be headed in the second half of the year.
Key Takeaways
- Why we don’t expect a recession in 2025—even with some economic soft spots.
- How the labor market and corporate profits continue to provide support.
- What the “Big Beautiful Bill” and rising deficits may mean for markets.
- Why the Fed’s rate cut hesitation is more about tariffs than data.
- Where we see U.S. stocks ending the year (hint: momentum matters).
- The case for bonds and diversification in a volatile world.
Check out the Carson Investment Research team’s 2025 Midyear Outlook to get their full take on the year so far and what’s still to come.
