Markets & Economic Update for July 2025: Markets Are Rising Despite Global Uncertainty

July 3, 2025
Hancock Whitney Asset Management
Hancock Whitney Asset Management

Each month, senior leaders of Hancock Whitney’s Asset Management team discusses the latest news and events that impact markets and the economy.

 

Watch the July 2025 Markets and Economic Outlook Webinar

 

Key Highlights

  • The S&P500 has hit a new high. With all of the uncertainty surrounding tariffs and geopolitical conflicts how have we reached this new high?
  • Bonds have had the best start to a year in 5 years. We explain why and how we expect it to continue.
  • Consumer spending slowed more than expected in May as reported last week, which lowers our expectation for 2Q25 Real GDP growth.
  • The Fed’s key inflation barometer, the core PCE deflator, was reported for May last week at another low 0.2% increase; however the outlook is clouded with risk that the tariff impact could boost inflation in the months ahead.
  • Jobs growth has been slowing and the tariff rollout, the closed border and the deportation roundup are all impacting the jobs outlook
  • Is the Fed going to remain on hold?
  • Tax and spending bill aka OBBBA passed the Senate? – what’s next?
  • Tariffs – July 9 is day the freeze ends – what should we expect
  • The US bombed Iranian nuclear facilities, and we really didn’t see much of a market reaction. Historically military action in the Middle East led to at least a big spike in oil prices but didn’t happen.  What’s the latest and what should we expect from a market economic standpoint going forward? 
  • What are our thoughts on the stock market for the remainder of 2025?

Don’t miss the next Markets & Economic Update on Tuesday, August 5, 2025. Register today.

 

Disciplined investing is more important now than ever.

Our Asset Management team at Hancock Whitney is ready to help you align your portfolio to weather uncertainty and pursue long-term goals. Contact your Private Banker today.

 

 

Talk to a Private Banker

 

 

The information, views, opinions, and positions expressed by the author(s), presenter(s), and/or presented in the article are those of the author or individual who made the statement and do not necessarily reflect the policies, views, opinions, and positions of Hancock Whitney Bank. Hancock Whitney makes no representations as to the accuracy, completeness, timeliness, suitability, or validity of any information presented.

This information is general in nature and is provided for educational purposes only. Information provided and statements made should not be relied on or interpreted as accounting, financial planning, investment, legal, or tax advice. Hancock Whitney Bank encourages you to consult a professional for advice applicable to your specific situation.

Hancock Whitney Bank offers investment products, which may include asset management accounts, as part of its Wealth Management Services. Hancock Whitney Bank is a wholly owned subsidiary of Hancock Whitney Corporation.

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