Q3 Bulls and Bears

Every quarter, our team analyzes a list of qualitative and quantitative factors of the economy, as we assess what part of the cycle, we find ourselves in. This process allows us to adopt longer-term views on the economy and markets.

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Market Update – October 20, 2025

Markets ended the week higher despite Federal shutdown uncertainty, mid-week volatility, and renewed credit-risk headlines. A late-week rebound in risk appetite reflected improved trade sentiment, resilient early earnings, and expectations of policy easing into year-end.

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