The Market Marches On — But for How Long?

Monthly Market and Economic Update – July 2025

Peter Flannery  Financial Adviser CFP

“People calculate too much and think too little.”

Charlie Munger

Key Points: 

  • Volatility and ‘Noise’: Markets remain resilient despite high sentiment-driven volatility, with the S&P 500 and Nasdaq both rising in June.
  • AI Outlook: The AI sector shows long-term promise, but popular stocks may be overvalued and prone to sharp corrections.
  • Stagflation Watch: Slowing US growth and sticky inflation suggest stagflation risk, though it remains a watch item rather than an immediate threat.
  • Global Hotspots: Geopolitical tension, especially in the Middle East, and mixed economic signals from China, the EU, and NZ contribute to a cautious global outlook.
Click Here To Read This Month's Market & Economic Update - July 2025
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