PVG Market In A Minute-July 8, 2025
Markets are up in 2025, but high valuations and tariff concerns are prompting caution. PVG sees modest growth ahead and advises selective profit-taking.
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Markets are up in 2025, but high valuations and tariff concerns are prompting caution. PVG sees modest growth ahead and advises selective profit-taking.
Read BlogMarkets rallied in June amid easing geopolitical tensions and optimism around Fed rate cuts and upcoming earnings. Valuations remain high, but select opportunities persist.
Read BlogGeopolitical tensions and Fed policy remain key market drivers. PVG trims equity exposure ahead of seasonal weakness, favoring select energy, financial, and consumer stocks.
Read BlogMarkets dipped slightly amid geopolitical tensions and Fed uncertainty, while energy and gold outperformed. PVG trims equity exposure ahead of seasonal volatility.
Read BlogMarkets are nearing all-time highs with strong sector rotation into energy and healthcare. Key inflation data and jobless claims are in focus this week.
Read BlogMarkets rebounded last week, but earnings revisions and geopolitical risks cloud the outlook. Tech remains strong, while energy and small caps lag.
Read BlogMarkets declined last week amid tariff-driven volatility, but optimism remains for a stronger second half of 2025 fueled by earnings growth and large-scale investments. Treasury yields and geopolitics remain key watchpoints.
Read BlogMarkets remain volatile as debt concerns persist and Treasury yields rise. Inflation is cooling, but earnings optimism may be slightly overstated.
Read BlogMarkets are stabilizing with improving technicals, lower recession risk, and optimism for growth in the second half of 2025. Small caps, tech, and income strategies show strong potential.
Read BlogMarkets rallied to start in May, with strong sector gains and improved technicals. While GDP shows no signs of recession, investors await Fed signals on potential rate cuts and easing mortgage pressures.
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