HB Economic & Investment Outlook – Q2 2025

July 9, 2025
Presentation slide titled HB Economic & Investment Outlook - Q2 2025 featuring a photo of Ross Bramwell, CFA, Principal, with the Homrich Berg Wealth Management logo at the bottom.

In this video, Ross Bramwell gives our current commentary on the markets and the economy. Here are some key economic and investment themes that we will be covering.

  • Tariff de-escalation and easing geopolitical tensions have supported market highs.
  • A few initial trade deals are done, but Eurozone and other deals may take longer.
  • The Fed is likely to hold rates as inflation and unemployment risks remain balanced. Tariffs have not impacted inflation data.
  • U.S. consumer spending is holding up, but signs of caution are emerging.
  • Labor market strength is key; jobless claims will be closely watched as jobs data has softened recently.
  • CEO sentiment has improved modestly with lower tariff uncertainty.
  • Q1 earnings beat expectations; Q2 may show more tariff impact.
  • Overall positioning – Diversification remains important amid policy and economic uncertainty. We remain cautious but believe recession risk has eased for now, but remains a concern if Trump feels emboldened to be more aggressive on tariffs by tax bill passage.

Watch here: https://youtu.be/Q7SvL8HVAEs

A man in a blue suit and checkered tie smiles at the camera. The background is blurry, showing a window with an abstract view of a cityscape.

Ross Bramwell, CFA

Managing Director of Investment Communications, Shareholder

Ross joined HB Wealth in 2013. He has over 20 years of experience across the accounting, financial services, and investment industries. He currently serves as a member of the HB Investment Committee. He previously managed the firm’s real estate platform. In his current role, Ross takes the lead on client communications, investment messaging, and presentations that focus the firm’s perspective and outlook on the economy and markets. He often participates in client meetings to discuss investment allocations, the economy and markets, and private alternatives.

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