Despite noisy headlines, economic fundamentals remain strong. Labor markets are steady, inflation is contained, and fixed investment is rebounding. M&A activity is surging, with deal value up 30% YoY, fueled by executive confidence and abundant liquidity. With $3.6T in potential bank lending and $400B in private credit dry powder, dealmakers face a rare alignment of falling rates and capital readiness.
U.S. growth stayed firm in Q3 2025 with GDP up 3.8%, inflation easing to 3.0%, and the Fed cutting rates to 4.1%. Jobs and credit remain strong, while liquidity and capital buffers support steady expansion. Outlook into year-end stays constructive with balanced growth and measured risk-taking.
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Mr. Vermet is a member of the CFA Institute and CAIA Association. He is also a Registered Representative of BA Securities, LLC, and a member of FINRA and SIPC.
