July 01, 2025

Second Quarter 2025 Recap

Latest Publications Second Quarter 2025 Recap

Markets powered to new highs, with the S&P 500 rebounding nearly 25% from April lows and international stocks outpacing U.S. equities. Add in rising optimism around Fed rate cuts and a cooling inflation outlook, and there’s a lot to digest. Read the full recap for key takeaways, performance highlights, and what it all could mean for investors moving into the second half.

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The Quarterly Recap 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.