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Investor Insights: Q3 Recap and Q4 Themes to Watch
In this episode of Gimme Some Truth, Clint, Nate, and Syl break down the Q3 market recap and share their Q4 stock market outlook. They discuss the continued strength of U.S. and international equities, the resilience of the economy despite tariffs and global challenges, and how potential Federal Reserve rate cuts may shape the months ahead.
They also dive into currency pressures, inflation trends, consumer spending, and real estate dynamics—plus the growing influence of AI and reshoring initiatives on the broader economy. Packed with insights for both experienced investors and new market participants, this episode is a must-listen for anyone navigating the final quarter of the year.
Key Topics Covered
Q3 Market Recap – Momentum in U.S. and international stocks
Global Market Trends – International equities and broader outlook
Economic Resilience – How the economy withstands tariffs and headwinds
Federal Reserve & Rates – Possible interest rate cuts and their impact
Inflation & Currency Shifts – Managing volatility in a changing market
Consumer Spending & Housing – Real estate trends shaping demand
Q4 Outlook – Key themes and expectations for the coming quarter
Episode Timestamps
00:00 – Introduction and Overview
00:37 – Q3 Market Recap
01:52 – International Stocks and Broader Market Trends
03:11 – Economic Resilience and Tariffs
05:19 – Federal Reserve Policies and Interest Rates
07:58 – Currency and Inflation Concerns
12:17 – Consumer Spending and Real Estate
14:18 – Q4 Outlook and Themes
19:22 – Conclusion and Final Thoughts
READ THE BLOG POST FOR MORE INFO:
https://usexpatinvesting.com/blog/2025-q3-investment-summary/
🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:
👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon
🌐 Learn More About Walkner Condon Financial Advisors:
Visit: https://walknercondon.com
🌍 Are You a U.S. Expat?
We specialize in financial planning for Americans abroad:
Explore our dedicated expat site: https://usexpatinvesting.com
📣 Connect with Us on Social Media:
LinkedIn: https://www.linkedin.com/company/walknercondon
Facebook: https://www.facebook.com/walknercondon
Instagram: https://www.instagram.com/walknercondon/
Twitter/X: https://twitter.com/walknercondon
View all episodes
By Walkner Condon Financial Advisors for U.S. ExpatsIn this episode of Gimme Some Truth, Clint, Nate, and Syl break down the Q3 market recap and share their Q4 stock market outlook. They discuss the continued strength of U.S. and international equities, the resilience of the economy despite tariffs and global challenges, and how potential Federal Reserve rate cuts may shape the months ahead.
They also dive into currency pressures, inflation trends, consumer spending, and real estate dynamics—plus the growing influence of AI and reshoring initiatives on the broader economy. Packed with insights for both experienced investors and new market participants, this episode is a must-listen for anyone navigating the final quarter of the year.
Key Topics Covered
Q3 Market Recap – Momentum in U.S. and international stocks
Global Market Trends – International equities and broader outlook
Economic Resilience – How the economy withstands tariffs and headwinds
Federal Reserve & Rates – Possible interest rate cuts and their impact
Inflation & Currency Shifts – Managing volatility in a changing market
Consumer Spending & Housing – Real estate trends shaping demand
Q4 Outlook – Key themes and expectations for the coming quarter
Episode Timestamps
00:00 – Introduction and Overview
00:37 – Q3 Market Recap
01:52 – International Stocks and Broader Market Trends
03:11 – Economic Resilience and Tariffs
05:19 – Federal Reserve Policies and Interest Rates
07:58 – Currency and Inflation Concerns
12:17 – Consumer Spending and Real Estate
14:18 – Q4 Outlook and Themes
19:22 – Conclusion and Final Thoughts
READ THE BLOG POST FOR MORE INFO:
https://usexpatinvesting.com/blog/2025-q3-investment-summary/
🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:
👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon
🌐 Learn More About Walkner Condon Financial Advisors:
Visit: https://walknercondon.com
🌍 Are You a U.S. Expat?
We specialize in financial planning for Americans abroad:
Explore our dedicated expat site: https://usexpatinvesting.com
📣 Connect with Us on Social Media:
LinkedIn: https://www.linkedin.com/company/walknercondon
Facebook: https://www.facebook.com/walknercondon
Instagram: https://www.instagram.com/walknercondon/
Twitter/X: https://twitter.com/walknercondon