As we move into the final months of 2025, the key pivots are "dovish Fed" and ISM recovery >50

VIDEO: As we enter the final third of 2025, we think the prominent changes are the Fed is dovish and the ISM recovers to above 50.  This sets up for stocks to finish 2025 strong.

Please click below to view our Macro Minute (duration: 4:28).

Year to date, the S&P 500 is up 9%, which is an impressive performance in any year, but this is particularly impressive considering the S&P 500 had two consecutive >20% gains...

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