Скачать или смотреть August 2025 Market Update | Inflation, Bond Yields, Gold & AI Stocks Explained

Markets remained resilient in August 2025 despite economic slowdown concerns, inflation pressures, and rising government debt. In this month’s market update, we break down:

Why weak U.S. employment data pushed stocks higher
The Fed’s upcoming interest rate decision and what it means for investors
U.S. vs Canadian economic outlook under tariffs and inflation
Bond yields hitting their highest level since 2008
Why gold stocks are leading Canada’s market performance
How AI stocks continue to drive U.S. growth
The importance of diversification across public and private markets

00:00 – August 2025 market strength overview
00:45 – Short- vs long-term bond yields explained
01:18 – Tariffs, inflation, and global trade outlook
02:05 – Fiscal challenges in U.S., U.K., and France
02:33 – Bellwether’s diversified portfolio approach
03:28 – Gold stocks surge as inflation hedge
04:06 – Market leadership shifts and positioning for the future

Visit our site: https://www.bellvest.ca/
Follow us on LinkedIn:   / bellwether-investment-management-inc