Is the Chinese Stock Market Rally Sustainable?

Published on September 25, 2025

Chinese equities have surged amid investor optimism about AI innovation and certain government initiatives, despite a slowdown in China's economy.

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The Fed Cut Rates; Will it Be Déjà Vu All Over Again?

September 25, 2025
As expected, the Federal Reserve (Fed) cut interest rates last week to take the fed funds rate down to 4.25% (upper bound). Moreover, through the release of the updated dot-plot, the Committee signaled that two more interest rate cuts could be appropriate this year, which would take the fed funds rate down to 3.75% (upper bound).

Anchoring Bias

September 25, 2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.