An Update on the Fed’s Dilemma & Q2 Earnings

August 20, 2025
A smiling man in a suit is shown next to text that reads, Economic and Market Perspective: An Update On The Fed’s Dilemma and Q2 Earnings, with his name and title, Ross Bramwell, CFA, Managing Director of Investment Communications.

As we move into fall, we are watching several topics that we highlighted in this video, including:

· Why investors are expecting that the Federal Reserve (Fed) will resume its rate-cutting cycle at its next meeting in September.

· Which economic data the Fed is focused on as it determines next steps.

· Whether corporate earnings can continue to beat expectations, as the expected tariff impact on inflation and the labor market has yet to materialize.

Watch the video update: https://youtu.be/4Mh4E2I4N5o

If you have any further questions, please reach out to a member of your client advisory team.

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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