Monday Markets: July 14, 2025

Written By William Nunn, CFP®

There is no gentle way to put this: markets have been showing their concerns about tariffs, with a sharp pull back in the spring. Markets have recovered with easing tariff tensions as more countries have come to the negotiating table to make a deal. We continue to watch inflation, PE ratios, and bond yields. As you can see, we still have a yield curve inversion between the two year and ten year treasury.

Getting to a +6% return on the YTD has not been a smooth ride, as you can see we had a tough Q1.

William Nunn, CFP®

Will Nunn, CFP® is the Founder and a Financial Planner at Horizon Financial Planning LLC, based in New Orleans, LA. Will is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor who helps people break away from corporate life to do what matters most to them.

https://horizonfinancialplanning.us
Previous

You have two sets of cost basis on your ISOs
Next

OBBB is now law, what does it mean for investors?