July 2025 market recap: US GDP slows, inflation pressures from tariffs, labor market weakens, housing affordability drops, equities rise, and bond yields shift amid Fed caution. Global growth led by services, tech, and energy sectors.

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July 2025 market recap: US GDP slows, inflation pressures from tariffs, labor market weakens, housing affordability drops, equities rise, and bond yields shift amid Fed caution. Global growth led by services, tech, and energy sectors.





