July 2025 Market Commentary & Outlook
US stocks rallied for a third consecutive month as continual progress on global trade agreements and resilient economic data fueled investor confidence during the month.
The latest thoughts on investment strategy and the markets, plus tools and templates from Raffa’s portfolio management team to empower nonprofits and associations to make better informed investment decisions.
US stocks rallied for a third consecutive month as continual progress on global trade agreements and resilient economic data fueled investor confidence during the month.
It’s said that the four most dangerous words to investors are “It’s different this time”. The current political, economic, and market environments sure feel different
The US stock market rebounded exceptionally over the second quarter, erasing the losses from the “Liberation Day” tariff announcement that sent stocks tumbling in early
US stocks rallied over the course of the month, posting their strongest monthly gain in two years. Easing trade tensions and progress on de-escalating tariffs
In April, market volatility spiked as US stocks sharply pulled back in the wake of the administration’s “Liberation Day” tariff announcement to begin the month.
US stocks declined in March as the administration levied significant tariffs on many of the countries’ largest trading partners. The lack of clarity around the
February brought a flurry of activity and headlines for markets to digest, leading to a choppy month that saw US stocks rally to begin the
The new year is in full swing, kicking off with plenty of headlines and events that set the stage for an eventful year ahead. The
With 2024 coming to a close, US stocks capped another stellar year of performance, crossing several record highs along the way. For the fifth time
US stocks surged in November following a conclusive presidential election result with Republicans taking control of the White House and Congress. Policy intentions of the