2025 Q3 Report
🚨🕯We have today published the Q3 2025 Financial Report.🆕
This is a 14,000 word report, 55 pages long, including breakdowns for catalysts in Q3.
The topics we detail:
- Global Liquidity Update / Backdrop.
- Full tariff breakdown and expectations for August.
- The Feds Likely Approach For Q3 and how this will shape market expectations.
- The Fed's Real Mandate / What They Focus On
- Breakdown Of Key Economic Data The Fed Watch
- The Debt Maturity Wall
- PBOC Stimulus Aiding Liquidity Backdrop🇨🇳
- Tariff Inflation Threat
- Treasury Skewing Issuance To Short End Aiding Liquidity Dynamics
- Covering Market Downturn From Q2 Liberation Day
- Financial System Mechanics Breakdown
- Liquidity Strains Starting To Show
- Bond Market Expectations
- Dollar Analysis💵
- In Depth On Trump's Big Beautiful Bill & Its Affect On Markets
- Iran x Israel Reignition Market Effects
- US Equities Expectations
- Commodities Expectations
- Crypto Expectations + What is REQUIRED for alt-season (in depth). 🪙
- Where To Position Yourself For Q3
This report is for the investor, student, economist who wishes to understand the backdrop more in depth.
We also went into detail how we are at a critical juncture in the current market cycle after a volatile Q2 which transitioned from a focus on main street, to the now fiscally dominated focus that benefits only Wall Street. If you want to learn how we perceive the market, this report will help you thoroughly.
Our reports have consistently highlighted the risks for the year that everyone has been ignoring as well as analysing the Fed from a different perspective, and we are now doing the same again.
We do not currently offer any paid services so this is the best way to learn about the real economy from what we see as the best perspective whilst also supporting the channel.
☄️Get the Q3 report here: https://labyrinthcapital.co.uk/financial-reports/p/2025q3report