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Q3 2025: Resilience, Rallies, and a Reality Check
The third quarter was anything but dull. Markets spent much of the summer digesting a cocktail of Fed rate cuts, political drama, and tariff talk that rattled headlines almost as much as they moved prices. On balance, the global economy proved more resilient than many expected, though cracks in the façade remain. In the U.S., growth significantly increased from its earlier hiccup, confounding sceptics. Consumers kept spending - albeit more carefully - as inflation continued
David Halseth
1 day ago7 min read
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Confidence Crisis & Coffee Inflation
For the week ended 10/04/2025. Welcome to October. Before you take a sip of that increasingly expensive Java, let’s talk confidence –...
David Halseth
Oct 52 min read
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3.8% Growth and a Tale of Two Brothers
For the week ended 9/27/25. Good morning and welcome to Monday. Take a sip of your brew and let’s dive in. First off, the third revision...
David Halseth
Sep 282 min read
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Rate Cuts, Market Cheer, and the Magic of Securitization
For the week ended 9/20/2025. Welcome to the week and yet another glorious fall day. Let’s get right into it, shall we? As we all know by...
David Halseth
Sep 212 min read
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