Welcome to our mid-year outlook on the economy and investment markets. We will talk about tariffs, the conflict in the middle east, whether or not we see a recession brewing, the “big beautiful tax bill” and of course the outlook for stocks, bonds, gold, real estate and other investment assets.

01:38 - What's Happened So Far This Year

04:37 - U.S. Economic Outlook

11:47 - Tariff War Outcomes

17:21 - Iran - Israel Conflict

19:09 - One Big Beautiful Bill's Economic Impact

27:00 - Stock Market Outlook

31:00 - Interest Rates and Bond Outlook

36:00 - Gold Outlook

37:20 - Housing Market and Conclusions

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Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.