Conversations in the US
Update: 2025-10-06
Description
The big things you need to know:
- First, many of the US equity investors we met with last week were frustrated and wary.
- Second, other things that jump out in our work include a speech by the USTR to the financial community in NYC last week, the recent fade in the broadening trade and Small Cap leadership, the continued easing in earnings sentiment, and expectations around the shutdown’s duration in betting markets.
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