US Markets Wrap: Can the US rally keep rolling into Q4, and what a shutdown means for the economy
Update: 2025-09-29
Description
After five straight months of gains, the S&P 500 is heading into a historically volatile October with strong momentum on its side. Growth looks solid, consumption remains resilient, and AI is giving GDP a powerful boost. Conversely, inflation, Fed policy, and the looming U.S. government shutdown still cloud the outlook.
Dan Koh speaks with Sonu Varghese, Vice President & Global Macro Strategist at Carson Group, to unpack the forces driving markets, the risks ahead, and what investors should be watching as we enter the final quarter of the year.
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