MTC Market Insights

October 2, 2025

Clarity Overcomes Doubt

Key Takeaways

• U.S. economic growth surprised positively during the quarter, while inflation remained a headwind with indications

  of tariff-related price increases taking hold.

• Global Equities marched higher with performance supported by strong corporate earnings growth and a favorable

  shift in Fed policy.

• The Federal Reserve pivoted toward a more dovish outlook, lowering its policy rate by 25 basis points and

  signaling intentions for more cuts this year.