Coldstream Missives QUARTERLY UPDATE CALL

Coldstream is excited to share its MarketCast for the fourth quarter of 2025, where we discuss the events of the third quarter of 2025 and look ahead to the coming year. This short video presentation offers commentary and analysis of the market and economy, examining the factors influencing the environment and shaping the landscape. In [...]

Quarter Highlights Global growth has proven resilient, despite trade shocks. Since “Liberation Day,” forecasts have rebounded and even improved for 2026. Still, inflation and a weaker U.S. dollar remain the lingering scars of tariff escalation—adding to rising fiscal concerns worldwide. Recession fears have largely faded. A strong consumer market and an acceleration in AI-related capital [...]

Quarter Highlights Stabilizing Global Growth Amid Evolving Trade Dynamics Despite recent macroeconomic, policy, and geopolitical challenges, global economic resilience is strengthening. Investor attention is shifting from U.S.-centric growth to a more diversified global perspective. U.S. Tariff Policy Presents Ongoing Growth and Inflation Risks While recession fears have eased, lingering tariff threats and policy uncertainty may [...]