Marc To Markets

Send us a textDuring the third quarter, the stock market continued to rally upon the backdrop of data points and events ranging from weakening labor markets and a government shutdown, to improving corporate profitability and a more accommodative federal reserve. It makes for an incredibly interesting time to review markets and economies.  On this podcast, some of the topics I cover include:Stock market returns, both in the US and abroad, through Q3Our outlook for interest rates, fed policy and the potential impact on bond returnsThe Magnificent 7 stocks’ performance, valuation, and impact on the marketIdeas for how to manage potential volatility without becoming too defensive and hurting your long-term financial trajectoryThis episode is a replay of a client webinar from October 2025.  With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views of the podcast ho