Get your free copy of our Q3 2025 Market Commentary to get our analysis of the market's bullish tilt despite tariff threats and other negative headlines.
Stocks Climb the “Wall of Worry” in Q2
In last quarter’s letter, Mitch Zacks commented that “any modicum of good news on trade will factor as a positive surprise for markets...which will almost certainly trigger strong moves higher. Long-term investors simply cannot afford to miss these upswings.”
That’s precisely what happened in the second quarter.
In Zacks Investment Management’s Q3 2025 Market Commentary,1 Mitch looks at these positive Q2 developments despite the tariff threats, which so far haven’t added up to an all-out trade war.
This report covers additional factors contributing to this bullish market, including the recently passed legislation that delivered fiscal stimulus and signs that the Federal Reserve may be nearing the start of a rate-cutting cycle.
How Trade News and Economic Resilience Powered a Historic Rally
What the OBBBA Stimulus Means for Corporate Earnings
Why the Fed May Cut Rates Sooner Than Expected
Market Breadth Strengthens—A Positive Sign for Bull Markets
The Bottom Line for Investors
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1 Zacks Investment Management reserves the right to amend the terms or rescind the free Q3 2025 Market Commentary offer at any time and for any reason at its discretion.
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