Q4 – 2025

Market Review and Outlook
On January 8, 2026 the Atlanta Federal Reserve bank surprised the global financial community by effectively doubling its GDP “nowcast” for the fourth Quarter of 2025. The estimate leaped from a 2.7% rate to a decades record high of 5.4% (source: atlantafed.org 1/8/26). With the federal Bureau of Economic Analysis (BEA) data still unavailable due to the federal shutdown this past fall, The Atlanta FED’s data assumes a primary factor for investors and policymakers. Note that this “nowcast” updates the model each time additional and more current data is included, so it is more dynamic and subject to revision than a forecast.