Q2 2025 Market Review: Sling Shot Recovery or Economic Slowdown?

The second quarter of 2025 brought a surprising market rebound—but is it a sign of long-term growth or just a temporary bounce?

In our latest Capital Market Review, Jim Kruzan, CFP®, CRPC®, shares his perspective on what happened through June 30th and what might lie ahead.

Key Themes This Quarter:

A Sling Shot Market Recovery

After a rocky start to the year, the market staged a swift comeback in Q2. But does this momentum have staying power?

Is the Economy Slowing?

While the market bounced, several warning signs suggest the economy may still be cooling. From consumer confidence to credit delinquencies and manufacturing data, the big picture raises important questions about where we are in the economic cycle.

What’s Next for the Fed and Tariffs?

How will the evolving tariff landscape impact the remainder of 2025.

Will the Rally Broaden Beyond the Big Names?

So far, much of the market’s growth has been driven by the “Magnificent Seven” stocks. Are we starting to see a broader recovery take shape?

Get the Full Analysis

This quarterly review is designed to help you cut through the noise, understand where we are today, and prepare for what’s next.

Click here to watch the full Q2 2025 Capital Market Review with Jim Kruzan, CFP®, CRPC®.

Check back next month when Jim returns with a look at the July data and shares what they could mean for the rest of the year.