2025 Q2 Report
We have just published our official 2025 Q2 Report.
This is a 13,300 word report, 52 pages long, including breakdowns for catalysts in the upcoming quarter.
The topics we detail:
Global Liquidity Update / Backdrop.
The Urgent Need For Fed To Ease
The Feds Likely Approach & How They Operate (Neutral Interest Rate, Zero Lower Bound)
Debt Maturity Wall
PBOC Stimulus Is Coming
Inflation Threat
Trump Tariffs Risk Deflation
Central Bank Communications Update
Manufacturing Is Not Coming Back To America
US Equities Expectations
Commodities, Energy & Fixed Income Expectations
Crypto Expectations
Where To Position Yourself For Q2
This report is for the investor, student, economist who wishes to understand the backdrop more in depth.
We also went into detail how we are at a critical juncture in the current market cycle and developed our thesis on the Fed and their true goal with monetary policy in the face of Trump tariffs.
In our Q1 2025 Report we highlighted the risks for this year that everyone was ignoring and we are doing the same again.
We do not currently offer any paid services so this is the best way to learn about the real economy from what we see as the best perspective whilst also supporting the channel.
Get the Q2 report here: https://labyrinthcapital.co.uk/financial-reports/p/2025-q2-report-13300-words