07/08/2025
U.S. markets soared in Q2, driven by new trade policies. Globally, the MSCI EAFE Index continued its winning streak, with Korea and Japan excelling. European markets had mixed outcomes, with Germany and Spain leading. Economic signals were mixed: GDP contracted, job growth slowed, but durable goods orders surged while inflation trended lower.
Markets rose in the second quarter as investors witnessed the new U.S. trade policy's impacts unfold, while tensions continued in the Middle East.