• A calm perspective in uncertain times

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    Join Daken for a timely and thoughtful update on the economy and markets. He’ll unpack the latest developments in economic policy, including the evolving tariff landscape and the new tax plan. Daken will provide a grounded perspective on recent market volatility, helping clients understand the human dynamics behind the headlines. With a focus on resilience and long-term thinking, this session is designed to calm nerves and offer clarity in uncertain times.

     




    State of the Economy

    - Real GDP contracted by 0.3% in Q1 2025, the first decline in three years. - Unemployment remains stable around 4.4%, with jobless claims still low - Consumer spending is mixed—services are up, but goods spending is flat

    Tariffs and Trade Policy

    - Tariff tensions have eased slightly after a U.S.–China agreement in May - Earlier import surges and supply chain shifts are still impacting prices and inventories - Businesses are absorbing some costs, but price hikes are expected later this year

    The New Tax Plan

    - The “One Big Beautiful Bill Act” is projected to add $2.4 trillion to the national debt over the next decade - Moody’s downgraded the U.S. credit rating, citing fiscal sustainability concerns

    Market Dynamics

    - Markets are volatile but not irrational—investors are reacting to policy uncertainty - Bond yields are rising amid inflation concerns and fiscal instability - Equity valuations are adjusting, but fundamentals remain intact for many sectors

    Human Perspective

    - Policy shifts are unsettling, but the economy is showing resilience - Clients are encouraged to focus on long-term goals and avoid reactive decisions - Historical context shows that markets adapt—even in turbulent times