Marc To Markets

Send us a textIt was a volatile 2nd quarter with markets falling sharply after Liberation Day, only to be followed by a historic turnaround which brought markets to new all-time highs. And now as we enter earning seasons, will the data on the first half of the year be indicative of the path forward? Topics I cover: Performance of markets through the first half of the year, including the large rally in overseas stocksThe state of the economy, inflation, and employmentThe impact on tariffs thus far and throughout the rest of 2025What the fed does from hereHow to think about 2Q earnings and what it will tell us about the rest of the yearThis episode is a replay of a client webinar from July 2025.  With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no