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Flash Report September 2025

The Fed delivered a widely anticipated first rate cut since December 2024. Chairman Powell pivoted from concern for inflation to concern for a soft labor market, increasing expectations for additional rate cuts despite persistent inflation. Combined with a strong GDP forecast, equity markets rose on the news while fixed income also had broad gains, notably in long-term Treasuries. As markets reach new highs, we continue to monitor growing concentration in exposure to themes in artificial intelligence (AI).

WRITTEN BY | October 1, 2025
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