U.S. Equities reached new highs in October, supported by the Federal Reserve’s rate cut and improving trade relations with China. Investor sentiment was strong, though companies and consumers showed signs of caution amid slower hiring and continuous inflation pressures.
The ongoing government shutdown added challenges by delaying key economic data, while Treasury yields remained elevated as investors anticipated the Fed’s next policy steps. Credit Markets and Emerging Market debt remained resilient, demonstrating sustained optimism despite uncertain economic conditions.
Download the full report
