2025 3rd Quarter Review and Outlook For the Rest of the Year

During the third quarter, the stock market continued to rally upon the backdrop of data points and events ranging from weakening labor markets and a government shutdown, to improving corporate profitability and a more accommodative federal reserve. It makes for an incredibly interesting time to review markets and economies.  On this podcast, some of the topics I cover include:

• Stock market returns, both in the US and abroad, through Q3
• Our outlook for interest rates, fed policy and the potential impact on bond returns
• The Magnificent 7 stocks’ performance, valuation, and impact on the market
• Ideas for how to manage potential volatility without becoming too defensive and hurting your long-term financial trajectory

This episode is a replay of a client webinar from October 2025.  With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.

The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein.