March 24, 2025

2025 Second Quarter Outlook: Steering Through Uncertainty

Latest Publications 2025 Second Quarter Outlook: Steering Through Uncertainty

Overview

In our second quarter outlook, we discuss how early year optimism around AI spending and pro-growth policies soon shifted to uncertainty with news of Chinese AI, tariffs and government spending cuts. While uncertainty is growing, there are reasons for optimism.

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The Market Outlook is published by Cetera Investment Management LLC, an SEC registered adviser owned by Cetera Financial Group. Cetera Investment Management provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.