Weekly Market Update as of 9/30/2025In this week’s episode, Nicholas Cargill and Ethan Dunbar dig into the latest shifts in inflation data and how surprising revisions to PPI are reshaping expectations. They explore the Fed’s recent rate cut, its ripple effects on fixed income markets, and the challenges investors face as short-term yields retreat. The conversation then turns to the housing market, where low inventory, high borrowing costs, and “backwardation” dynamics create a unique landscape for buyers. Finally, they discuss strategies for managing cash in a falling-yield environment and the trade-offs investors must consider when balancing risk and return.