Market Flash of September 30, 2025

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In this episode:

The MSCI World ends September up +35% from April lows, powered by the AI boom that lifted giants like Intel, Nvidia, Micron, and Alibaba. The “Magnificent 7” now account for over 40% of the S&P 500, but beneath the calm of the indices lies record volatility in individual stocks.
The Fed remains in focus: after dovish signals, markets are watching closely to see whether the two rate cuts expected by year-end will materialize. Meanwhile, mortgages and cyclical sectors are showing signs of recovery.
Gold shines (+43% YTD, +130% over three years), fueled by central banks and retail investors, while copper surges after the Indonesia mining accident, confirming its role as the key metal of the energy transition.
The US economy still appears resilient, supported by AI investments and top-end consumer spending, though inequality continues to widen.

To learn more, listen to the latest episode of the podcast series curated by Alberto Tocchio, Head of Global Equity and Thematics.

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