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Monthly Macro: Fed Signals, Housing Headwinds, and How Companies Are Adapting

Monthly Macro: Fed Signals, Housing Headwinds, and How Companies Are Adapting

Update: 2025-06-30
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William Blair macro analyst Richard de Chazal discusses the Fed’s softer tone, how companies are adapting to tariffs and labor shifts, and why housing and hiring trends are setting the stage for a dynamic second half of 2025.
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Monthly Macro: Fed Signals, Housing Headwinds, and How Companies Are Adapting

Monthly Macro: Fed Signals, Housing Headwinds, and How Companies Are Adapting