Lower interest rates, solid early corporate earnings reports, and calmer talk about trade between the U.S. and China improved investor sentiment and helped U.S. stocks bounce back after a rough start to October.
Global growth slows under the weight of tariffs, but fiscal stimulus, AI-driven productivity, and corporate strength keep equities in the driver’s seat.
High starting yields should continue to provide a buffer against potential turmoil, and episodic bouts of volatility should present attractive opportunities.