Charts & Chat - June 22, 2025

Eric Boyce • June 22, 2025

This week, CEO Eric Boyce, CFA discusses:

1. Implications from the bombing of Iran

2. looking ahead to possibilities surrounding the expiration of the 90 day tariff moratorium

3. foreign ownership of equities rising/US v. International valuations are well out of line with trends

4. sources of concern for consumers & probability of recession

5. private capital exits remain sluggish and new capital raises falling below recent trend due in part to uncertainty




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