Market Update – October 2025
September proved to be a pivotal month as markets grappled with competing narratives: resilient equity performance versus deepening labor market concerns; and central bank easing versus mounting fiscal anxieties.
September proved to be a pivotal month as markets grappled with competing narratives: resilient equity performance versus deepening labor market concerns; and central bank easing versus mounting fiscal anxieties.
Since its founding, Telomere Capital has been shaping its corporate identity by operating in an environment marked by uncertainty. Over the past ten years, the company has faced several major crises: pandemics, geopolitical tensions, technological transformations, and even reversals by leading economic players.
August 2025 set the tone for a cautiously optimistic outlook as we move into the final months of 2025. Despite mixed signals in the U.S. labor market and political headwinds surrounding the Federal Reserve’s independence
As exciting as it is mysterious, cryptocurrency is a distinct asset class. Although still relatively new, this virtual currency continues to stir debate.
July has shown us that markets can adapt to new realities, even when these involve heightened uncertainty and unconventional trade policies.