🎙️ Confidence & Caution: What Is Really Moving Markets?

📈 Welcome to the Quartey House View from eToro! In this Q3 2025 outlook, our analysts discuss the current investment landscape, highlighting the performance of various asset classes in the first half of the year. They go on to discuss what to expect over the next 3-6 months, what drivers to focus on, and whether the recent recovery we have seen in the stock market can continue.

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Key takeaways;

🔹 A strong Q2 has lead to US equities finishing positive for H1
🔹 The year of policy uncertainty continues
🔹 Tariff's leave the Fed in 'wait-and-see' mode
🔹 Earning season will be key again as the Mag-7 remain in the spotlight
🔹 Europe remains investor-friendly but tariff risks and tech softness is creeping in
🔹 Bitcoin's solid H1 sets the base for another push to all-time-highs

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