Q3 2025 Market Wrap
Rally on Pause? Or Just Catching Its Breath?
The following quarterly market review is a special publication for paid subscribers. Thank you for your support! (13 October, 2025)
📌 Quick Hit
Global and U.S. equity markets powered ahead in Q3.
Technology and cyclicals led the way.
Central bank policy pivot revived hopes.
Resilient corporate earnings kept investors engaged.
Surprises abounded (e.g. breadth outside megacaps, China tech revival), and some “obvious” risks (tariff noise, sticky inflation) remained headline fodder but didn’t derail the party.
