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Rebound or Red Flag? 3Q25 Recap | S2 E086 | 10-06-25
Description
It was a strong quarter for investors — but what does the third quarter of 2025 really tell us about where markets and the economy are headed next?
In this episode of Markets with Megan, Verdence Chief Investment Officer Megan Horneman breaks down the biggest stories from Q3: the impact of the government shutdown, economic data delays, and how stocks, bonds, and commodities performed.
Find out what sectors led the rally, where risks may be hiding heading into Q4, and what investors should watch next as the Fed, inflation, and consumer spending continue to shape the outlook.
👉 Timestamps
00:00 Intro – Q3 Recap Highlights
02:15 What Drove Markets This Quarter
05:40 Impact of the Government Shutdown
09:10 Sector Winners and Losers
12:30 What to Watch Heading Into Q4
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Disclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks
or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance
that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any
discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the c...