This week on 7 Market Movers, Portfolio Consulting Director Aya Yoshioka discusses the interplay between tariffs and inflation and the most recent trade deal with Japan. Aya also covers what we can expect from Q2 earnings reports over the next week. She anticipates that updates on capital expenditures and artificial intelligence will dominate headlines. Watch to hear more macroeconomic updates, including labor market and unemployment data and what those could signal for the markets.

This week’s episode covers the continued uncertainty around tariffs, news around cryptocurrency, and the potential for increased inflation in the rest of the year. Watch as Gary Quinzel, Vice President for Portfolio Consulting, discusses how the markets and the US dollar reacted to this news.

This week on 7 Market Movers, tariffs are back in the news. Wealth Enhancement’s Deputy Chief Investment Officer Doug Huber walks us through the expiration of the 90-day moratorium on tariffs and what that could mean for the markets. He also covers the recent meeting of the Federal Reserve and the potential for rate cuts later in the year. Watch to find out what else happened this week, including what Amazon’s Prime Day Sales could indicate for consumer spending.

Despite facing severe headwinds, the S&P 500 closed Q2 at an all-time high. Investors remain optimistic, although elevated market valuations and margin-driven earnings growth signal potential vulnerabilities.

In the June 2025 edition of “Markets Monthly: Strategies & Perspectives,” get market updates and insights from Wealth Enhancement’s Investment Management team.

The market pulled back slightly so far this week and retail sales fell below expectations—declining by 0.9%. There was also a 3.5% decline in auto sales, indicating consumers’ hesitation to make big ticket purchases. Watch as Gary Quinzel, Vice President for Portfolio Consulting, discusses the Federal Reserve’s reaction and other macroeconomic headlines.

Explore the latest economic insights with Aya Yoshioka in this episode of 7 Market Movers. From strong job growth and easing inflation to fiscal policy impacts and bond market trends—get the key takeaways shaping markets in 2025.

Discover why market volatility isn't unprecedented and how history offers valuable lessons for investors. Learn why disciplined, long-term strategies outperform market timing and how quality investments rebound over time.