Edmond de Rothschild Asset Management’s Market Flash (Oct 3, 2025) reviews market resilience amid political and economic disruptions.
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The U.S. government shutdown deprives the Fed of key labor data, but further rate cuts remain expected; Wall Street still closed higher.
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In Europe, ECB rates are seen as appropriate, with inflation ticking up to 2.2%; defense and luxury stocks led gains on renewed investor optimism.
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Gold hit a record above $3,800/oz, while oil retreated ahead of OPEC+’s expected output increase, and Asian PMIs signaled tentative recovery.
Will markets maintain their composure if shutdown effects linger and trade tensions deepen? Explore the full report for detailed analysis.
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