Скачать или смотреть Moving Markets | July 2025 Recap

From record highs to rate cut whispers, what’s shaping the second half of the year?

In this episode of the Moving Markets podcast, David and JR review July’s market performance and economic signals. With stock indexes hitting all-time highs and GDP growth exceeding expectations, they explore what’s driving investor optimism—and what could shift as fall approaches.

Topics Covered:
• July market highs & GDP surprises
• Inflation, labor trends & Fed rate cut expectations
• Investment strategies: mid-cap growth, value stocks & dividend plays
• Tariffs, tech valuations & consumer confidence

Tune in to hear their input and strategies to navigate the changing landscape.