Q3 Earnings Season Preview: Little Suspense

Published on October 7, 2025

We believe corporate America will follow up an outstanding second quarter earnings season with another good one in the third quarter.

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As Growth Decouples From Employment, the Fed Faces a Trilemma

October 7, 2025
With equity markets reaching new heights, the market’s expectation that the US Federal Reserve will cut rates to head off a labor-market slowdown is itself creating a policy challenge for the central bank.

Emerging Markets Insights: Fear of Missing Out

October 7, 2025
Three things to watch this month from Franklin Templeton Emerging Markets Equity: China's Golden Week, tariffs on India and the likelihood of a year-end market rally.