Markets stable despite uncertainties, Fed rate cuts, and equity opportunities

After a remarkably complacent summer, markets seem to be bracing for uncertainty in Q4. Potential issues abound: a government shutdown; geopolitical tensions; uncertainty over trade, tariff policies, and future Fed policy decisions; and a seemingly “stretched” global equity market. In our Q4 Outlook, CIO Scott Welch, CIMA®, CEPA® returns our focus to the fundamentals - GDP growth, inflation, central bank policy, earnings, and interest rates - to explore what may lie ahead and what investors should know: https://lnkd.in/expZn3uc

Despite elevated geopolitical tensions and legal challenges to trade policy, the economic landscape remains favorable for strategic investment, with resilient consumer spending and strong corporate earnings driving growth. The Federal Reserve’s recent rate cut signals a shift toward more accommodative monetary policy, while equity markets continue to post gains and earnings expectations rise. As we enter the final quarter of 2025, discerning investors may find opportunities amid moderated inflation, evolving central bank strategies and a cautiously optimistic global outlook. Read the full report below. #economy #markets #stockmarket

The Fed just cut rates — what’s next? This month’s Investment Insights breaks it down and highlights why resilient portfolios matter now more than ever: https://lnkd.in/geX4xyMw

Markets keep rising — even as investors hesitate to believe it. Many, ourselves included, anticipated a September pullback. Instead, global equities powered through into October, buoyed by resilient earnings and policy optimism. The U.S. government shutdown has added a new layer of uncertainty — a political game of chicken that markets appear to be shrugging off. Energy prices remain firm on tight supply, while gold’s rally reminds us how much geopolitical events still shapes sentiment. Risk assets are advancing in a climate of doubt — an uneasy mix of optimism and caution that can be a good formula for continued market rally. https://lnkd.in/embva5wf #GlobalMarkets #InvestorSentiment #MarketUpdate #Economy #Equities #62Consulting #FinancialServices #PolicyAndMarkets #fintech Astrid Raetze

The Fed just cut rates — what’s next? This month’s Investment Insights breaks it down and highlights why resilient portfolios matter now more than ever: https://lnkd.in/gdkW7JgS

With markets breaking records and economic data sending mixed signals, discipline remains key. CIO Larry Adam shares insights on Fed policy, the economy and the path forward for U.S. equities.

With markets breaking records and economic data sending mixed signals, discipline remains key. CIO Larry Adam shares insights on Fed policy, the economy and the path forward for U.S. equities.

With markets breaking records and economic data sending mixed signals, discipline remains key. CIO Larry Adam shares insights on Fed policy, the economy and the path forward for U.S. equities.

With markets breaking records and economic data sending mixed signals, discipline remains key. CIO Larry Adam shares insights on Fed policy, the economy and the path forward for U.S. equities.