As of late October 2025, the U.S government remains in the second-longest shutdown in its history. This standstill has disrupted pay for workers, stopped government services, and has halted the release of key economic indicators that investors and policymakers rely on.

Artificial intelligence is now a driving force behind market cycles, reshaping fixed income as tech giants seek financing for their historic capex boom. Here’s how it’s changing portfolios, risks, and opportunities.

Highlights from the week of October October 17 – October 23, 2025.

This week, U.S. bond and equity markets moved higher on Fed easing expectations, favorable inflation data, and double-digit earnings growth (so far).

This week, U.S. bond and equity markets moved higher on Fed easing expectations, favorable inflation data, and double-digit earnings growth (so far).

The evolution of the private equity secondaries market from a niche to a mainstream investment strategy is testament to its resilience and adaptability.

The 3Q 2025 earnings season is off to a solid start. With 12% of S&P 500 companies having reported, 86% have exceeded earnings expectations, and 84% have surpassed revenue forecasts. The blended year-over-year earnings growth rate stands at 8.5%, which, if sustained, would mark the ninth consecutive quarter of growth.

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.

As the government freeze stalls new issues, pent-up demand may spark a flurry of activity once the IPO market reopens. Here’s why the government shutdown has also halted IPOs, and what it could mean for savvy equity investors.

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