In our Q3 2025 Economic Review, Scott Pinkerton and Jake Macfarlane explain how the One Big Beautiful Bill, new tariffs, and Washington’s fiscal policy are reshaping markets. They use an EPCOT planning metaphor to show why investors should look beyond U.S. stocks to global and alternative assets. They also discuss how inflation, interest rates, and consumer trends are influencing portfolios and how they’re adjusting their strategy. This quarterly review helps clients step back, see the full picture, and make more informed decisions.
Your Journey to EPCOT | FourThought Q3 Economic Review 2025
by Fourthought
July 31, 2025