The Weeks Where Decades Happen
July 2, 2025
In June’s video, the “Big Beautiful Bill” had just passed in the House. Now, it has passed through the Senate and is awaiting a final House vote. In this month’s video, Walter unpacks the new fiscal policy and how the market has responded to the last quarter’s dramatic headlines and geopolitical shifts.
In this month’s video:
- Tariffs’ Developments: While progress has been made with deals to UK and Vietman, there is still potential for market volatility if the July 9 deadline passes without more trade deals.
- “Wait & See”: The Fed held rates at its June meeting and the market isn’t expecting a rate cut until September at the earliest.
- Labor Market Watch: We have been seeing early signs of softening, and tomorrow’s jobs reports may reflect that.
Greenwood Capital is an SEC-registered investment advisory firm. This material has been prepared for information purposes only, is not intended to provide, and should not be relied on solely for tax, legal, or accounting advice. Subtitles are automatically generated.
