In our Mid-Year Market Outlook, we explore how markets have staged a sharp rebound—despite headwinds from rising tariffs, persistent inflation concerns, and global tensions. While some risks have receded, we also spotlight where we see opportunity on the horizon.
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.