The Summer That Surprised: Markets, Policy & What's Ahead
As we turn the page on a summer that delivered unexpectedly strong performance across both equity and bond markets, we find ourselves at a pivotal moment heading into the final stretch of 2025. From breakthrough trade agreements to the passage of the landmark ‘One Big Beautiful Bill’ and yet another resilient earnings season, this summer has reshaped the financial market landscape in ways worth exploring. Join Larry Adam, Chief Investment Officer at Raymond James, along with a panel of leading economists, strategists and analysts, for an engaging and insightful webinar called: The Summer That Surprised: Markets, Policy & What’s Ahead. Together, we’ll unpack the key developments of the season and look ahead to what may shape markets in the months to come. Topics we’ll cover include: 1) The evolving economic outlook and the challenge for the Fed ahead of the September 16–17 FOMC meeting. 2) Implications of the One Big Beautiful Bill for individuals and government debt issuance. 3) Updates on tariffs and the risk of a government shutdown. 4) Equity market perspectives following another impressive earnings season.