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Market and Economy

Economic and Market Review June 2025

• The Fed maintained hawkish stance through June, with 80% of economists projecting Fed Funds Rate will not fall below 3.75% during 2025, as tariff considerations fundamentally altered monetary policy calculus
• Current fiscal trajectory projects 2.9% lower real GDP by 2054 due to higher-for-longer interest rates and government spending redirection toward debt service obligations.
.• Core PCE reached 2.7% (10bps above expectations), indicating continued inflationary pressure.
.• Oil price volatility reflecting diminished OPEC+ production discipline alongside Middle Eastern conflict fears.

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Stock Reports

Shift4 Eyes 30% Annual Revenue Growth Through 2028 with Margin Expansion

Shift4 (FOUR) is an American fully integrated payment processor targeting traditionally underserved verticals such as hospitality, restaurants, and events. As of the end of 2024, Shift4’s end-to-end payment volume was $165 billion. With the acquisition of Global Blue, Shift4 believes it has the potential to expand to $1.4 trillion on current customers

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This article or video features Benjamin C. Halliburton, CFA or an investment idea(s) that Mr. Halliburton or Tradition Investment Management, LLC (Tradition) may invest in. Mr. Halliburton is the founder and owner of Tradition Investment Management, LLC, a registered investment adviser. Tradition is doing business as (DBA) Building Benjamins in the publishing, email, and website space. All material on the BuildingBenjamins website should be considered paid advertising by Tradition. This article is a financial publication and is provided for educational purposes only. It is not an investment recommendation nor investment advice. It does not take into account your personal circumstances and whether this investment is appropriate for you, your objectives, or your risk tolerance. Under no circumstance is Building Benjamins or Tradition Investment Management LLC responsible for any actions that you may take after reading this educational information. Nothing from Building Benjamins should be considered personal investment advice. Building Benjamins and Tradition Investment Management LLC, the website, emails, interviews, social media pages, and other materials are published by Building Benjamins and do not necessarily match the opinions of the individuals or companies published or quoted herein. Investing, particularly stock or ETF investing, is risky and may result in losses and sometimes loss of your entire investment. Stock investing has company-specific operational risks like demand, competition, legal and regulatory, and broader financial market risks like liquidity, economic cycle, and government policy. You may lose money in any stock investment or other investments and are solely responsible for those decisions.

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