Markets and Economy US government shutdown unlikely to materially impact markets
The US government shut down, while governments in Europe and Japan plan to increase spending, which may help support stocks.
October 6, 2025
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Real estate Why US REITs may shine in a rate-cutting environment
Income-generating real estate investment trusts (REITs) tend to demonstrate resilience and often perform well following interest rate cuts. Here’s why
September 30, 2025
Markets and Economy Stocks pause, but rate cuts, economic growth may provide support
The market environment is challenging, but growth and earnings data remained resilient. We expect markets to resume their climb of the “wall of worry.”
September 29, 2025
Market volatility Government shutdown: What could investors expect from the market?
A government shutdown can create short-term market volatility, but they tend to resolve quickly with little market impact for long-term investors.
September 25, 2025
Markets and Economy Above the Noise: Rate cuts, productivity gains, and gold surge
How do stocks respond to rate cuts? Get my answer plus insight on corporate productivity, surging gold prices, and the US dollar.
September 25, 2025
Markets and Economy Could rate cuts, economic resiliency spark an end-of-year rally?
With the Federal Reserve cutting rates and recent US economic data showing resiliency, the environment may be conducive to an end-of-year rally.
September 22, 2025
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