JUNE 2025
Monthly Market Musings
Our up-to-the-minute thinking on market trends.
The month of June solidified a remarkable recovery for US equities driven by AI momentum, trade relief, and resilient earnings. Trade policy uncertainty along with a Federal Reserve that remains in a wait-and-see approach, could potentially be negative catalysts for risk assets. Liridon Gila, CFA, recaps June performance and highlights some factors that could continue to impact markets.