Markets Lean Into a September Fed Rate Cut

Published on September 4, 2025

Markets rallied in August as hopes for a September Fed rate cut boosted equities, small caps, and income-oriented fixed income sectors, though risks of inflation and valuation excess remain.

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How to Go From ‘Anywhere But China’ to ‘Buy China’

September 4, 2025
In the post-pandemic era, one of the ABCs of investing has been “anywhere but China.”

Call Features

September 4, 2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.