by IRON FinancialMarket Update | Q4 2025 Recapped
Despite mounting economic and political concerns, markets finished 2025 on stable footing as accelerated Fed rate cuts, easing inflation, and continued AI-driven growth helped offset labor market weakness and soft consumer sentiment.
by IRON FinancialMarket Update | Q3 2025 Recapped
Despite early concerns, markets powered higher as expectations of Fed rate cuts, resilient corporate earnings, and sustained AI-driven optimism outweighed worries about inflation and slowing growth. The Fed’s September rate cut—its first since 2024—helped fuel broad gains across equities and fixed income, with technology and communication sectors leading the rally. Gold surged to record highs amid a softer dollar, while global markets followed the U.S. higher.