Plenty of Data to Start 2nd Half of 2025

Tuesday, July 1, 2025The first half of calendar 2025 (1H25) ended yesterday at record highs on the major stock market indexes, but early trading ahead of the first session of 2H25 is giving some of these gains back. As investors clear the sleep from their eyes, we see a giant tax bill still being decided on in the Senate, little progress on trade deals ahead of the July 9 tariff deadline, and pending jobs numbers that have shown a bit of unraveling in the past weeks and months.Expectations are still favorab ...