Crystal ball depicting turbulence with tariffs and inflation

Q3 2025 Market & Economic Outlook

46:19

Our Investment Office assesses the economic and market impact of recent policy moves, including the passage of the One Big, Beautiful Bill Act and tariff escalations. They also answer some of your most pressing questions regarding inflation, growth forecasts, and global market leadership.

Topics of their discussion include:

  • The economic and market impact of the One Big, Beautiful Bill Act (OBBBA) and recent tariff escalations

  • Updated inflation expectations, global growth outlook, and shifts in market leadership

  • How investors can position portfolios amid ongoing policy and market volatility

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