Midyear Market Outlook 2025: Key Topics
The Impact of Tariffs
Tariffs have dominated the news and the markets in the first half of 2025, and with few trade deals announced since President Trump’s “Liberation Day” back in April, that seems unlikely to change in the second half of 2025. Check out what the Carson Investment Research team has to say about the impact of tariffs in the first half of the year, and where they think they’ll be headed for the rest of 2025.
Bull vs Bear Market
The markets have mostly stabilized following a pause on President Trump’s “Liberation Day” tariffs, but plenty of uncertainty remains in the second half of the year, and it’s an open question whether the bulls or the bears will win out in the end. Check out what the Carson Investment Research team had to say about the bull case and the bear case for the second half of the year, and where they think the markets will settle by the end of 2025.
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