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October 22, 2025

Macro Matters – Oct 22: Growth, Earnings, Oil and Inflation

Rich Excell, CFA, CMT, Blaine Reed, CFA, AFM, and Tony Zhang, Ph.D., CFA

Blaine Reed, Tony Zhang and Rich Excell are back to cover all of the topics in the market: Are all assets now convinced that growth is falling? Markets are convinced inflation is gone, but is it? What are we seeing in earnings? Do any stories matter outside of AI?  Have a listen to find out!