Charlie Bilello’s 2025 Halftime Report: What’s Happened & What’s Next

2025’s first half has been anything but quiet…

In this advisor-focused session, Charlie Bilello unpacks the market and economic developments that truly mattered in H1—and what they signal for the second half of the year. Framed by the key trends and metrics advisors care about most, Charlie will help you make sense of the noise and identify what’s actionable for your clients and portfolios. You’ll walk away with:

• Talking points and visuals you can immediately use in client reviews and strategy discussions

• A clear breakdown of major H1 events—tariffs, inflation trends, Fed signals, and sector rotations

• A look at how markets are positioned for what’s next—and where risks may still be underestimated