Weekly Strategy Perspectives - Sketching the Second Half

Week Ending 07-11-2025. The Through Line: After a fraught first half of 2025 spent grappling with a host of uncertainty-inducing surprises, investors are ready for a bit of clarity. Recent events have settled some issues – and kicked others farther down the path. Still, we think enough visibility is emerging in key areas to paint a constructive portrait for the second half and beyond.