Monthly Coffee Break

European equities rose in September, buoyed by broader global gains supported by the Fed’s rate cut.

The US economy has entered unknown territory in more ways than one.

Economic signals remain uneven, data visibility is clouded by the US government shutdown, and inflation is edging higher again.

September broke with its reputation for subdued volatility as global risk assets extended their summer rally.

The global economy approaches the final stretch of 2025 at an inflection point.