Michael Hakes’ Hot Picks: 3 Stocks That Could Turn 2025 Around
Michael Hakes Reveals Three Stocks to Watch as 2025 Market Volatility Intensifies

Michael Hakes, the senior portfolio manager at Murray Wealth Group, has revealed his latest stock picks amidst a turbulent market landscape. With the first quarter earnings season nearly concluded, the visibility for the second half of 2025 has become increasingly uncertain. Numerous companies, including Delta, American Airlines, Ford, GM, and Stellantis, have pulled their guidance, leaving investors grasping for direction. Economic uncertainty surrounding tariffs has cast a shadow over various sectors, prompting questions about how to navigate the market effectively. Hakes has identified three standout stocks that he believes hold strong potential despite the current volatility: UnitedHealth Group, Accenture, and LVMH.
Market Outlook: Navigating the Murky Waters of 2025
The market landscape for the remainder of 2025 appears increasingly complex, with several key factors influencing investor sentiment. The consumer, the labor market, and inflation are at the forefront of concerns. While the consumer remains relatively strong, there are signs that this resilience may wane through the summer and fall. The looming threat of unresolved trade tensions with China could disrupt supply chains and drive up prices, potentially leaving American consumers facing empty shelves or higher costs during the holiday season.
Unemployment remains steady at 4.3 percent, but job growth is showing signs of deceleration. Jobless claims exceeded expectations on May 1, further raising concerns about the stability of the labor market. Meanwhile, inflation is poised to accelerate as tariffs filter through the economy. With headline PCE expected to rise to as much as 4 percent by the end of the year, up from 2.3 percent today, the pressure on companies to navigate rising costs is palpable. In the midst of these challenges, Hakes asserts that the "peak tariffs" era has likely passed, but the pace of de-escalation remains uncertain.
