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Stocks, Bonds, and the Economic Outlook

Picture of Scott Colbert Scott Colbert : June 2, 2025

Economy Economic Insights
Stocks, Bonds, and the Economic Outlook

Five months into the year, markets have been trending positive as they digest tariff news. In the latest Commerce Trust Market Brief video, Scott Colbert, Chief Economist and Director of Fixed Income Management, provides his latest perspective on the markets and insights on the economy: 

  • Drivers of the S&P 500 Index recovery  

  • The narrow, tech-led nature of the current stock market recovery 

  • Recent decline in the value of the U.S. dollar 

  • Reasons for the strong performance of international equities 

  • U.S. inflation trends and implications for Fed rate cuts 

  • Latest outlook on the probability of a U.S. recession in 2025



 

Read the transcript

 

 

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