A Mid-Year Look at Markets and the Global Economy скачать в хорошем качестве

A Mid-Year Look at Markets and the Global Economy

Join Michael Henley, CEO of Brandywine Oak Private Wealth, and Peter Kim, Chief Investment Officer, as they break down the major stories shaping markets this year. From the sharp swings we saw in early April to the impact of trade negotiations and Europe’s renewed momentum, Michael and Peter offer their perspective on what is unfolding and how it all connects back to thoughtful long-term investing. They also discuss the latest developments in tariffs, the Fed’s balancing act with interest rates, and why maintaining a disciplined and diversified portfolio is more important now than ever. If you’re curious how global headlines might influence your investments or just want a straightforward take on where we are now, take a few minutes to watch their latest discussion. If you have any questions about how these trends affect your financial plan, connect with your Brandywine Oak advisor. Time Stamps: 0:07 - Introduction of Michael Henley and Peter Kim 0:11 - Discussion of Q2 volatility 0:20 - Market drop and recovery in April 0:29 - Trump’s trade tactics, the "taco trade" 1:06 - S&P 5% growth 1:20 - International market performance 1:43 - Tariff situation update 2:14 - Tax bill approval by the Senate 3:18 - Europe’s economic recovery 4:06 - International market valuations 4:26 - U.S. Federal Reserve updates 5:16 - Q1 negative GDP discussion 6:03 - Update on portfolio models 6:44 - U.S. exceptionalism vs. international market surprises 7:15 - Law of investing #8: Diversification 8:22 - Volatility expectations for the second half of the year 9:10 - Market behavior with geopolitical uncertainty (Israel/Iran conflict) 9:44 - Closing remarks S&P, stock market volatility, trade war, Trump, international markets, tariffs, Senate tax bill, Fed rates, Europe recession, GDP, portfolio models, diversification, RSUs, market predictions, Israel-Iran conflict, U.S. exceptionalism