Stocks Surge Despite Trade Turbulence: Inflation and Fed Policy in Focus

RELATED CONTENT

Prediction Consensus: 2025 Mid‑Year Update

ChartTalk: We’re halfway through the year. How are all the predictions from the experts holding up? Here’s an infographic that takes a look.

Helping Clients Understand Market Reactions to Geopolitical Unrest

Advisor TalkingPoints: Enhance client interactions with our monthly review, offering insights into historical investor responses to geopolitical unrest, the inflationary effects of tariffs, labor market trends, and the latest developments in consumer spending.

The Fed and Inflation: What’s Next?

Wharton’s Nikolai Roussanov and Peter Conti-Brown unpack inflation trends and the lessons from previous Federal Reserve actions.

Jeremy Siegel: How Tariffs Could Impact the U.S. Economy

The economic fallout of import tariffs on Canada, Mexico, and China depends largely on how long they stay in effect, according to Wharton’s Jeremy Siegel.