Economic & Market Update: Q3 2025

Published on November 6, 2025

Amidst ongoing US policy unpredictability and signs of a softening labor market, the US economy and markets have continued to demonstrate notable resilience. A long-awaited Federal Reserve interest rate cut, and strong corporate earnings supported equity and credit markets - yet policy shifts, elevated stock valuations, and ongoing geopolitical tensions continue to pose potential headwinds.

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