Kliment Robev

03

From the beach to Wall Street: are markets cooling, or will the Fed keep the heat on?

Webinar summary · Based on the official video description

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In brief

Financial markets take no summer holiday, and what happened over the summer months may prove decisive for the autumn. The webinar looks at how inflation, interest rates and the labour market will affect investments, and which companies are expected to be in the US focus.

Key points

  1. What changed over the summer months, and why it matters.
  2. Inflation, interest rates and the labour market: expectations and reality.
  3. Which companies the US plans to invest in, and what that means.

Context

Published on 1 October 2025.

Views reflect his position at the date of publication and are not investment advice. Regulatory information

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