Macroeconomic Quarterly Update (Summer 2025)

Insights

Share:

Overview:

At the July 30th FOMC meeting, the Committee voted 9–2 to keep the federal funds rate at 4.25 %–4.50 %, maintaining a “wait-and-see” stance.

CCA tracks the following 14 economic datapoints, which are some of the common indicators used to monitor the status of the macro economy. A few key takeaways that CCA is monitoring are:

    • U.S. Real GDP rose 3.0 % (annualized) in Q2 2025, a sharp turnaround from the –0.5 % contraction in Q1 2025.
    • The PCE Price Index increased 2.6 % YoY in June 2025, with Core PCE (excluding food and energy) up 2.8% YoY.
    • The University of Michigan’s preliminary July index climbed to 61.7, its highest since February, though still down 7.1% from a year ago.
    • U.S. employers added 73,000 nonfarm payrolls in July, while the unemployment rate ticked up to 4.2 %, signaling a moderation in hiring. Additionally, May and June were revised much lower by a combined 258,000 jobs.
    • Housing starts in June reached 1.32 million SAAR, up 5.2% MoM, though single-family starts fell to 883,000.

CCA Macroeconomic Summer 2025

About Chesapeake Corporate Advisors

Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies with revenues between $10 million and $200 million. For more information, visit www.ccabalt.com or call 410.537.5988.

Related Insights

End of Year Update 2025

End of Year Update 2025

2025 marked a milestone year for CCA as we celebrated our 20th anniversary. Throughout the year, we advised business owners through complex strategic and transactional decisions while staying true to what matters most, people and community. We were especially proud to...

read more
Macroeconomic Quarterly Update (Fall 2025)

Macroeconomic Quarterly Update (Fall 2025)

Executive SummaryOverviewThe latest monthly economic information is lacking due to the U.S. government shutdown. CCA is providing an update based upon recently available data. A. Monetary Policy Outlook - The Fed cut rates by 25 bps at its October meeting, bringing...

read more

Subscribe to CCA for more Insights & Recent Transactions

Reach Out to a CCA Advisor

Whether you’re curious about your options or are ready to start with the valuation process, our team is here to help!