July AssetMark Mark to Markets: Mid-Year Outlook

We are pleased to share insights from the "MARK to Markets: 2025 Mid-Year Outlook. " This report provides a comprehensive analysis of current market trends, including a rebound in the S&P 500, which gained 25% from its lows due to improved corporate earnings and reduced geopolitical tensions.

Additionally, it reviews the impact of tariffs on inflation and the overall economic landscape, highlighting the resilience of both consumers and corporations.

The report also covers consumer spending patterns, which remain strong despite low sentiment.

We encourage you to review the full presentation for detailed insights and data. 

Please let us know if you have any questions!