by Lance Roberts
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| Markets are heading into year-end with optimism still firmly embedded in prices, but the economic data are telling a more complicated story. Lance Roberts examines the growing gap between the Federal Reserve’s soft-landing narrative and what inflation, employment, consumer spending, and earnings expectations are actually signaling. While markets have stabilized following recent volatility, participation remains narrow, sentiment is elevated, and valuations appear priced for a smooth economic outcome in 2026. #FederalReserve #MarketOutlook #EconomicData #InvestingRisk #StockMarket |
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9/22/25 Stock Market Outlook: Bullish or Bearish?
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Are markets set to keep climbing, or are we staring down the next pullback? Lance Roberts breaks down the bullish vs. bearish case for stocks, exploring what could fuel the rally—and what risks could trip it up.
From the Federal Reserve’s latest moves, to earnings trends, market breadth, and money flows, we’ll cover the key factors driving sentiment. Whether you lean bullish or bearish, this analysis will help you understand the forces shaping today’s market.
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9/17/25 Big Day: Fed Day
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It’s Fed Day – the most anticipated event for markets this month. The Federal Reserve’s rate decision and Jerome Powell’s press conference could shape the direction for stocks, bonds, and the economy heading into year-end.
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Stay tuned for clear insights on how today’s FOMC meeting could set the tone for investors into Q4.
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