Attached is the Maridea Quarterly Market Update for the third quarter of 2025. This report offers a snapshot of key trends shaping the current economic and market landscape. Here are the takeaways for this quarter:
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U.S. stocks hit new highs in Q3, supported by strong corporate earnings, optimism around AI, and the Fed’s shift toward rate cuts. Small-cap and international stocks joined the rally, broadening market leadership.
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Growth remained positive, but the labor market softened, with slowing job gains and unemployment rising to 4.3%. Consumer spending stayed resilient, helping offset concerns of a sharper slowdown.
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After a 9-month pause, the Fed cut rates in September and signaled a gradual easing cycle. Markets are watching closely to see if additional cuts materialize before year-end.
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AI-related capital spending accelerated, fueling growth in technology and semiconductor companies. While enthusiasm remains high, concerns are emerging about valuations and long-term returns.
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