
US Markets Wrap: Fed Cuts, Strong Earnings, and the AI Supercycle
Published on 24 Sep 2025
While global forecasts are improving, U.S. markets continue to defy tariff headwinds with record earnings, margin expansion, and surging AI-driven investment. Laila Pence, President & Co-Founder, Pence Wealth Management explores how monetary policy, labor market shifts, and the AI supply chain are shaping the next phase of the economy — from small caps and financials to hyperscaler spending that could define the next industrial revolution.
Produced/Presented: Ryan Huang
Image: Gerd Altmann from Pixabay
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