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BONUS | Q2 2025 Review
Manage episode 494826184 series 3668826
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What Really Drove Market Gains in Q2? (Hint: It's Not What You Think)
Markets bounced back in Q2—but it’s not all good news. In this bonus quarterly review episode, Tre breaks down what’s behind the recent returns and why short-term market moves can be misleading.
You’ll learn what drove gains (like multiple expansion and currency), why the April drop didn’t show up on your statement, and why Canadian investors might be in better shape than they think. If you’re sitting on cash or trying to time the market, this one’s for you.
What you’ll learn:
- Why the early-April market drop didn’t impact your Q2 statement
- How currency and market multiples drove returns—not earnings
- Why Canada’s trade shift may be a long-term win
- What makes lump-sum investing risky in today’s market
- How inflation data really works (hint: prices aren’t coming down)
- Why Saskatchewan is still a cost-effective place to live
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