Digest & Invest by eToro | Insights on Trading, Markets, Investing & Finance
eToro's Quarter 3 Investment Outlook: Confidence & Caution, What Is Really Moving Markets?
July 3, 2025
Welcome to the Quartey House View from eToro! In this Q3 2025 outlook, our analysts discuss the current investment landscape, highlighting the performance of various asset classes in the first half of the year. They go on to discuss what to expect over the next 3-6 months, what drivers to focus on, and whether the recent recovery we have seen in the stock market can continue.
๐ŸŽ™๏ธ Confidence & Caution: What Is Really Moving Markets?

๐Ÿ“ˆ Welcome to the Quartey House View from eToro! In this Q3 2025 outlook, our analysts discuss the current investment landscape, highlighting the performance of various asset classes in the first half of the year. They go on to discuss what to expect over the next 3-6 months, what drivers to focus on, and whether the recent recovery we have seen in the stock market can continue.

YouTube Episode: CLICK HERE

Key takeaways;

๐Ÿ”น A strong Q2 has lead to US equities finishing positive for H1
๐Ÿ”น The year of policy uncertainty continues
๐Ÿ”น Tariff's leave the Fed in 'wait-and-see' mode
๐Ÿ”น Earning season will be key again as the Mag-7 remain in the spotlight
๐Ÿ”น Europe remains investor-friendly but tariff risks and tech softness is creeping in
๐Ÿ”น Bitcoin's solid H1 sets the base for another push to all-time-highs

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