Capital Markets Outlook Q2 2025

The landscape of global trade is evolving, and higher trade barriers seem inevitable. In the United States, we observe a slowdown in growth coupled with rising inflation, challenges that could worsen without the presence of tariffs. This report outlines the implications for capital markets and investment strategies in the second quarter of 2025.

As tariffs reshape the economic atmosphere, investors must keep a close watch on market dynamics. Understanding how these changes impact growth and inflation will be fundamental in navigating the upcoming months. Analysts predict that sectors directly affected by new tariffs will face headwinds. Therefore, diversification across non-tariff sectors may become crucial.

In summary, while uncertainty looms over global trade, proactive measures can mitigate risks associated with market fluctuations in the upcoming quarter. Equip yourself with knowledge and adapt your strategies accordingly.