Q4 Key Economic & Investment Themes

October 30, 2025
A professional man in a suit smiles in front of a blurred office background. Text reads: Economic and Market Perspective: Q4 Key Economic And Investment Themes. Ross Bramwell, CFA, Managing Director of Investment Communications. HB Wealth.

As the stock market continues its rally in Q4, we are hearing the following question a little more frequently: “Is the market forming a bubble?”. In this video, we will discuss three key reasons why the stock market has continued its rally and why it could continue into the new year.

  • The Federal Reserve (Fed) has resumed its rate-cutting cycle
  • The spigot of fiscal stimulus is fully open following the passage of the tax bill, benefiting companies in 2025 and expected to support consumers in 2026
  • Earnings momentum has been sustained by strong consumer demand even as the labor market has softened 

Watch here: https://youtu.be/qJDoyyCEhbU

If you have any questions regarding this video, please reach out to your client advisory team or call 404.264.1400.

A man in a blue suit and checkered tie smiles at the camera. The background is blurry, showing a window with an abstract view of a cityscape.

Ross Bramwell, CFA

Managing Director of Investment Communications, Shareholder

Ross joined HB Wealth in 2013. He has over 20 years of experience across the accounting, financial services, and investment industries. He currently serves as a member of the HB Investment Committee. He previously managed the firm’s real estate platform. In his current role, Ross takes the lead on client communications, investment messaging, and presentations that focus the firm’s perspective and outlook on the economy and markets. He often participates in client meetings to discuss investment allocations, the economy and markets, and private alternatives.

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