#68: Quarterly Edge: Q2, 2025 - A Deep Dive into the Economy, Stock Market, and More

In this Quarterly Edge episode of Blue Chip NOW!, hosts Daniel Dusina, CFA® and Dan Seder, CFA®, CMT, CFP® explore the current uncertainty of the economy, sharing their thoughts on why it's challenging to be either optimistic or pessimistic in this ever-changing landscape.

They discuss key topics like the labor market, new job opportunities, wage gains, and how the wealth effect is shaping consumer behavior. The hosts also take a closer look at the level of debt in U.S. households and what it means for future spending power.

In addition, Daniel and Dan analyze the stock market and offer their expectations for the shape of market performance over the coming quarters. They also highlight investor sentiment as a crucial indicator, referencing the AAII U.S. Investor Sentiment Survey.

This episode also touches on investor and client concerns, giving insights into the bond market, which has provided a ballast amid a volatile period for stocks.

"It's not all doom and gloom when we look at the first quarter, even if headline indexes print a negative number." - Daniel Dusina

"If you look at the market of stocks, more than half outperformed the aggregate." - Dan Seder

Links:

Daniel Dusina: https://www.linkedin.com/in/ddusina/

Dan Seder: https://www.linkedin.com/in/daniel-seder/

Blue Chip Partners website: http://www.bluechippartners.com

Click here for important disclosure information: https://www.bluechippartners.com/disclosures/

 Click the link below to schedule a call: Blue Chip Partners | https://www.bluechippartners.com/schedule-a-call/

Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/

Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/

Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/

We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/

Need to update your estate plan? https://www.BlueChipEstatePlanning.com

Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.