End of Q3-2025 Economic Research
Economic Research
•
12m
Policy is easing, services are re-accelerating, and the yield curve is finally sending clearer signals. In this End-of-Q3 briefing, I show where quality growth still leads, where to add selective cyclicals, how to place duration, and why a measured gold sleeve remains smart convexity into year-end. Watch now to turn macro shifts into portfolio advantage.
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