Q2 2025 Market Commentary
Access Wealth Group Investment Team's Quarterly Market Commentary
In our June 2025 newsletter, we expressed we anticipated a period of heightened focus on economic data, Fed policy, and the evolving trade landscape. The impact of tariff announcements and subsequent countermeasures will likely continue to reshape sector dynamics and create both challenges and opportunities as we continue to look forward. In reflection, while the Federal Reserve continued a position of "hold, and wait" with rates, the uncertain short and long-term impact on the economy of the United State's sweeping tariff enactments, the escalation into a short war in the Middle East, and other global tensions , were seemingly brushed largely off by the markets.
As we transition into Q3, a cautious yet optimistic approach is warranted. While challenges persist, particularly concerning trade and geopolitical stability, our focus will be on identifying opportunities arising from market dislocations and ensuring our clients' portfolios are positioned for long-term growth.
We remain vigilant and prepared to respond to emerging trends and data.
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