Join Quorum Managing Partners Mike Barry & Kelly Milligan as they recap the first half of 2025 and share our outlook for the rest of the year. Originally recorded June 20, 2025.
Join Quorum Managing Partners Mike Barry & Kelly Milligan as they recap the first half of 2025 and share our outlook for the rest of the year. Originally recorded June 20, 2025.
An extremely low jobs report for August, released in the first week of September, focused all attention on the jobs market. The real shock wasn’t the low number of jobs
July recap and August outlook The hot days of high summer are usually regarded as the “silly season” because, lacking important news, the media tends to look for trivial material
June saw a further complication of the macro situation as U.S. military involvement in Iran was added to ongoing tariff confusion and a worsening of the economic outlook for the
May was a month of differing perspectives. Markets turned positive on a belief that a solution on tariffs would be eventually forthcoming, and the continued whipsawing headlines began to have
April began with the shock of tariff announcements that were much more punitive than anticipated by businesses, markets, investors, and economists. Equity markets promptly pulled back, even entering bear territory,
The month started out on a positive note as CPI came in lower than expected, creating a brief respite from worries about the impact of tariffs. It was short-lived, as
The new administration’s priority of “reindustrializing the U.S.” is coming into focus as tariff announcements – even if softened or rescinded – indicated that this is a policy, not just
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