July 2025 Economic & Market Outlook
03:28
The financial markets seem to be sending us a message about presidential policies and the “Big, Beautiful Bill.” Jim Lebenthal explores what they might be saying.
Key Takeaways:
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Strong financial markets
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Equity markets nearing all-time high
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Interest rates measuring at 4.3%
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Commodities prices are muted
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Atlanta Fed GDP forecast for Q2 at 3.4%
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Unemployment at 4.2%
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Two rate cuts by the Fed expected
