Q2 2025 was shaped by the “Tariff Two-Step”—a swift policy reversal that triggered both a market drop and a quick recovery. Despite mid-quarter uncertainty, diversified investors saw strong gains by quarter’s end. On April 2, President Trump announced sweeping...
Market Commentary
Read the latest market insights by the HUB Investment Research Team.
![[Video] Q2 2025 Economic and Market Commentary](https://www.hubrpw.com/wp-content/uploads/2025/07/Screenshot-2025-07-15-at-2.04.10 PM.png)
[Video] Q2 2025 Economic and Market Commentary
Q2 2025 was shaped by the “Tariff Two-Step”—a swift policy reversal that triggered both a market drop and a quick recovery. Despite mid-quarter uncertainty, diversified investors saw strong gains by quarter’s end. On April 2, President Trump announced sweeping...
[Video] Q2 2025 Economic and Market Commentary
Q2 2025 was shaped by the “Tariff Two-Step”—a swift policy reversal that triggered both a market drop and a quick recovery. Despite mid-quarter uncertainty, diversified investors saw strong gains by quarter’s end. On April 2, President Trump announced sweeping...
Market Commentary: Mid‑Year Market Check‑In
Good VibrationsBrian Wilson and Mike Love (1966)...
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March Market Commentary – Why Aren’t Rate Hikes Working?
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February Market Commentary – Powell’s Not Done
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January 2023 – Market Commentary
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Investment Research Team
Brian Collins
Chief Investment Officer
Daren Alcantar
VP, Investment Strategy & Analytics, Global Retirement Partners
Jay Sanford
Director – Investment Strategy
Cameron Cooke
EVP Investment Consulting
Christopher Wright-Madison
Sr. Analyst, Research Investment
Justin Fisk
Senior Vice President, Investment Services
Tom Phan
Vice President of Investment Strategy
Patrick Maynor
Equity Portfolio Manager
Eric Light
Director of Operations and Trading