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Heating Up
July 8, 2025 - Cresting the midpoint of the year always seems to come with fireworks, watermelon, and lots of sunshine. While 2025 didn’t start this way, markets have turned just as hot and restless as these perfect summer days. While there has been an upward trend in both equities and fixed income during the month of June, there continues to exist a lingering uncertainty and unresolved risk within the US. Much of this trepidation was reflected in domestic equities during the rocky spring. Despite that volatility, May and June have made way for a healthy recovery for equities. Moreover, the recovery is pushing for a market rotation that would make for opportunities in more than the tech sector alone.