Markets closed 2025 with momentum—but what could 2026 bring? In this episode, Focus Partners’ Todd Jones discusses what U.S. equity mutual fund flows could suggest for equity returns. He also shares how the uptick in bank lending could impact recession risks. Click here to view supporting charts referenced in today's episode.
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Markets closed 2025 with momentum—but what could 2026 bring? In this episode, Focus Partners’ Todd Jones discusses what U.S. equity mutual fund flows could suggest for equity returns. He also shares how the uptick in bank lending could impact recession risks. Click here to view supporting charts referenced in today's episode.
9.29.25 - Why Haven’t Tariffs Been Disruptive Yet?
Two-Minute Market Focus
2 minutes
3 months ago
9.29.25 - Why Haven’t Tariffs Been Disruptive Yet?
How did the markets react in the third quarter of 2025? In this episode, Focus Partners’ Todd Jones shares the latest information on performance, how changing correlations in stocks and bonds could impact diversification, an update on tariffs, and recession indicators. Click here to view supporting charts referenced in today's episode.
Two-Minute Market Focus
Markets closed 2025 with momentum—but what could 2026 bring? In this episode, Focus Partners’ Todd Jones discusses what U.S. equity mutual fund flows could suggest for equity returns. He also shares how the uptick in bank lending could impact recession risks. Click here to view supporting charts referenced in today's episode.
