Discover the Latest Capital outlook
October Capital Outlook
Things are oftentimes not what they appear to be on the surface, and that applies to many capital markets both in the third quarter and over the year-to-date period. For example, during the third quarter, the S&P 500 Index added another 2.3% to bring its year-to-date gains to an impressive 12.8%, which is quite remarkable for the fourth year of a bull market....
Meet The Author
Robert Stirling Phipps
With decades of experience in financial services, Bob Phipps has held leadership roles across investment advisory and broker-dealer firms. As a Director and Partner at Per Stirling, he brings deep expertise in institutional portfolio management.
October Outlook
Things are oftentimes not what they appear to be on the surface, and that applies to many capital markets both in the third quarter and over the year-to-date period. For example, during the third quarter, the S&P 500 Index added another 2.3% to bring its year-to-date gains to an impressive 12.8%, which is quite remarkable for the fourth year of a bull market....
September
For a variety of reasons ranging from growth in the money supply and easy access to credit to massive fiscal stimulus from the One Big Beautiful Bill Act and a ballooning federal deficit, both the economy and the financial markets are awash in liquidity...
August
The third quarter of the year has a well-earned reputation for being a period of volatility and substantial change and, at least thus far, the third quarter of 2026 has served to further justify that reputation. To start with, some updated Federal Reserve estimates suggest that third quarter U.S. economic growth could essentially triple...
