Mid-Year Momentum: Equities Climb, Inflation Cools

In this Market Commentary, Rick Wedell, President & Chief Investment Officer at RFG Advisory, provides a data-driven overview of current market performance, key economic indicators, and recent policy developments impacting investors. 

In this video, you’ll learn: 

  • How the S&P 500 is performing mid-year, including a recent rally 
  • Why international equities are leading global markets in 2025 
  • The impact of the newly passed tax legislation and ongoing deficit spending 
  • Updates on tariffs and their potential effect on economic growth 
  • What falling unemployment and stable inflation suggest about Federal Reserve policy 
  • Why the U.S. may be in a “Goldilocks” environment, and what that means for investors 

This commentary is designed to help clients and Advisors understand current conditions and maintain a long-term perspective on their financial strategy. 

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If you have any questions or want to discuss your financial plan in light of these developments, don’t hesitate to reach out to your Advisor—we’re here to help you navigate with confidence.  


Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously. 

Information here is provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, RFG Advisory does not guarantee the accuracy of third-party sources. 

The views expressed here are those of Rick Wedell and RFG Advisory, LLC management. They do not necessarily represent those of RFG Advisory’s employees or clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. 

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RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability. 

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