Strong Summer, Uncertain Fall
Sept 2, 2025
We hope you all had a wonderful Labor Day weekend! As we swing into September, Walter sits down with a video update on the shifting developments from the last couple of weeks and how they are impacting markets. He covers the rally that followed Fed Chair Powell’s Jackson Hole speech, and how it raised expectations for a rate cut this month. He also outlines the macro factors to watch in September: from government funding deadlines to court challenges.
Also in this month’s video:
- Trade Uncertainty: A recent appeals court ruled against the recent tariffs and the case is likely headed to the Supreme Court
- Seasonality: September is historically the weakest month for markets, and volatility is expected to increase.
- Key Data: What economic metrics are we watching closely for this month?
Greenwood Capital is an SEC-registered investment advisory firm. This material has been prepared for information purposes only, is not intended to provide, and should not be relied on solely for tax, legal, or accounting advice. Subtitles are automatically generated.
