Insights
Welcome to our monthly briefing, where we provide a comprehensive analysis of recent economic events and their implications for the financial markets. Highlights from July’s briefing:
- Small cap stocks initially outperformed in July amid optimism around tariffs, but large cap growth stocks surged late in the month.
- Value stocks, which had led earlier in the year, lagged growth stocks from mid-July, while mid caps remained relatively resilient until month-end.
- Tariff-related price pressures began to surface in July, with consumer goods like toys, appliances, and furnishings seeing their fastest price increases in years, as companies started passing costs on to consumers.
Read the June 2025 Monthly Briefing for insights from Chief Market Strategist Julie Biel, CFA
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This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date listed on the correspondence, and KAR does not undertake to update the information presented. This information is based on KAR’s opinions at the time of publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein. Past performance is no guarantee of future results.
