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Markets & Investing

Quarterly Insights

Sofia Bonito from the Portfolio Management Group discusses a number of investment themes at the outset of the fourth quarter of 2025.
10 Oct 2025
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Sofia Bonito from the Portfolio Management Group

The US economy remains a key focus for investors, especially with recent softening in the labor market and the Federal Reserve's rate cut in September.

In a new video, Sofia Bonito, portfolio manager for Goldman Sachs Private Wealth Management’s Portfolio Management Group, discusses key macroeconomic factors that may affect the market at the outset of the fourth quarter of 2025:

 

Key Topics Discussed
  • Softening labor data
  • Elevated inflation (for now)
  • Federal Reserve rate cuts
  • Below-trend growth
  • Robust US equity earnings

If you have questions about how the perspectives shared in this market update impact your financial portfolio, connect with your Goldman Sachs team.

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