
Recorded October 6, 2025
In the latest Commerce Trust Market Brief video, Scott Colbert, Chief Economist and Director of Fixed Income Management, provides his perspective on the latest economic and market dynamics as anticipated interest rate cuts from the Federal Reserve lead the stock market to maintain its positive forward path.
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We continue to see broad market returns across equities and fixed income, including international stocks and emerging markets
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Spending on artificial intelligence (AI) continues to surge and is forecasted to accelerate, at levels roughly equivalent to the spend on domestic transportation infrastructure
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How long might this shutdown last and historically, how has the frequency and length of shutdowns changed over time
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With job growth slowing materially, the market will look to digest government data on jobs when the government reopens
Read the transcript
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