Market Update: Why International Stocks Are Surging

In this State of the Markets update, we review performance across global capital markets year-to-date and during Q2. We’ll examine why international stocks have outpaced U.S. equities, the impact of recent tariff volatility, and how currency shifts have influenced returns.

We’ll also cover key developments in fixed income, reinsurance, and the effects of Moody’s Treasury downgrade. Learn what all this means for your investment strategy—and why patience and diversification matter now more than ever.

This content was provided by Retirement Planning Services. We are located in Knoxville, TN. You can learn more about us, or schedule an insight call by visiting our website at https://www.seriousretirement.com.

Timestamps:

00:00 – Introduction & Overview
00:28 – Year-to-Date Market Performance
01:08 – Bond Market Recap
01:30 – Q2 Volatility and Tariff Impact
02:44 – Currency Movements: Dollar vs. Euro & Yen
03:36 – U.S. Equity Breakdown: Large vs. Small Caps
04:28 – International Stock Performance
05:28 – How Currency Strength Drove International Outperformance
06:43 – Fixed Income Trends & Treasury Downgrade
08:20 – Summary: U.S. vs. International Markets
13:42 – Investment Strategy: Diversification & Patience
18:25 – Closing Thoughts & Disclosures


Advisory services offered through Retirement Planning Services, LLC.

The information in this recording is intended for general educational and informational purposes only, and should not be construed as investment advisory, financial planning, legal, tax, or other professional advice based on your specific situation. Please consult with your professional advisor(s) before taking any action based on its contents.