Charts & Chat - October 5, 2025
Eric Boyce • October 7, 2025
This week, CEO Eric Boyce, CFA discusses:
1. economic forecasts has consistently been wrong this year; however, Atlanta Fed GDP Now has been relatively accurate - predicting strong growth in 3Q 2025
2. financial conditions have improved, but so have inflation expectations. Fed has dual mandate, but weakening labor market is the primary focus right now
3. lower US dollar can help fuel inflation, Federal Reserve regional surveys show increase in prices paid
4. low credit spreads, capital spending plans higher, trade policy uncertainty moving lower - no signal of recession at this point
5. private equity and credit markets continue to expend in size and importance





