Global Research and Market Insights
November 02, 2025
Must Read Research: The clocks may fall back, but earnings momentum hasn’t.
The clocks may fall back, but earnings momentum hasn’t. This week, we review one of the strongest 3Q seasons in recent memory, look ahead to positive seasonal trends, highlight how the pendulum is swinging in private credit and watch the NFIP’s (National Flood Insurance Program) race to reprice risk.
Also featuring commentary from our economists
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