Key Takeaways
- The continued expansion of the U.S. economy, along with the moderating pace of economic growth
- The Fed’s recent interest-rate cut, which should provide some borrowing relief for businesses
- The impact of inflation and tariffs, and how many companies held off on passing along higher costs, but that may be changing soon
- The growth of key international economies which were helped by lower interest rates and positive corporate earnings
Download the Quarterly Market Perspective slides to explore themes discussed in the video.