Investment Weekly
Chart of the week – A rate cut rally in Q3
Coming into the third quarter of 2025, tariff uncertainty was still a troubling concern for policymakers and investors. But as summer wore on, policy uncertainty faded, and attention turned to the AI boom, resilient profits, and a resumption of Fed rate cuts as drivers of market returns. That contributed to a strong quarter for many asset classes.
More from this week:
Market Spotlight
- Resilient growth?
Lens on…
- AI and broadening out
- Dollar dynamics
- Running of the bulls