October brought cooler weather along with a cooling but stubborn inflation rate that has investors wondering what’s next. As the Federal Open Market Committee (FOMC) signals a pause on rate cuts and the government shutdown delays key data, markets are holding steady with cautious optimism.
In this month’s episode, Darlene Kuipers and Joey Ott unpack the Fed’s latest meeting, inflation’s plateau just above 3%, and what “playing it cool” really means for investors as 2025 winds down.
In EP 10:
- What the Fed’s “pause, not pivot” means for interest rates, liquidity, and long-term planning
- CPI data and the story behind inflation’s stubborn 3.01% hold
- The market’s reaction to Meta’s AI expansion and why valuations still demand discipline
- Tariffs, Treasury yields, and the ripple effects on mortgages and consumer prices
- Staying focused on long-term goals amid headline volatility and delayed economic data
Whether you’re reviewing your Q4 investment strategy or preparing for 2026, this episode reminds investors to stay diversified, stay informed, and stay calm, because even when markets feel uncertain, discipline and planning are the ultimate edge.