Will Summer Momentum Last in Q4?

11/09/2025 4 min
Will Summer Momentum Last in Q4?

Listen "Will Summer Momentum Last in Q4?"

Episode Synopsis

Marc Davis, CFA, Co-Portfolio Manager, discusses the continued ascent of equity markets and stocks' resiliency despite signs of a weaking job market. This slowdown has shifted the interest rate outlook toward multiple potential cuts. However, although short-term rates are expected to decline, will longer-term rates follow suit?