{"id":208070,"date":"2025-10-01T07:20:50","date_gmt":"2025-10-01T07:20:50","guid":{"rendered":"https:\/\/ibkrcampus.eu\/campus\/?p=208070"},"modified":"2025-10-01T11:02:12","modified_gmt":"2025-10-01T11:02:12","slug":"stocks-pause-but-rate-cuts-economic-growth-may-provide-support","status":"publish","type":"post","link":"https:\/\/www.interactivebrokers.eu\/campus\/traders-insight\/securities\/macro\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\/","title":{"rendered":"Stocks pause, but rate cuts, economic growth may provide support"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Originally Posted September 29 2025 &#8211; <a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/stocks-pause-rate-cuts-economic-growth-support.html\">Stocks pause, but rate cuts, economic growth may provide support<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" data-src=\"https:\/\/www.invesco.com\/content\/dam\/invesco\/na\/en\/images\/insights\/ARTCL-HRO-stocks-pause-rate-cuts-economic-growth-support.jpg\" alt=\"Athlete examining rock wall in gym\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-takeaways\">Key takeaways<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-stock-markets\">Stock markets<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">While stocks took a small step down the proverbial wall of worry last week, we expect markets to resume their climb.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-government-shutdown\">Government shutdown<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">While a US government shutdown could introduce volatility, history suggests the market impact would be limited.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-challenges-in-europe\">Challenges in Europe<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Bond yields in the UK and France rose last week as both face increasing political and fiscal challenges.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From a potential US <a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/government-shutdown-market-volatility.html\">government shutdown<\/a>, to the return of tariff talks, to political and fiscal challenges in Europe \u2014 there&#8217;s a lot for markets to process at the moment. And we see no reason why things will get any easier over the coming weeks and months. But difficult doesn\u2019t mean bad. While stocks took a small step down the proverbial \u201cwall of worry\u201d last week, we expect markets to resume their climb. But as always, investors should carefully pick their handholds to help navigate the best route.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-stocks-take-a-small-step-down-the-wall-of-worry\"><strong>Stocks take a small step down the wall of worry<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Stock markets struggled a little last week, with the S&amp;P 500 Index posting its worst weekly return in nearly two months.<sup><a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/stocks-pause-rate-cuts-economic-growth-support.html#1\">1<\/a><\/sup>&nbsp;In that time, investors have had to contend with continued geopolitical uncertainty, domestic growth worries, and slowing labor market data. But markets have been supported by resilient earnings,<sup><a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/stocks-pause-rate-cuts-economic-growth-support.html#2\">2<\/a><\/sup> stable <a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/what-is-inflation-fed-measure.html\">inflation<\/a> expectations,<sup><a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/stocks-pause-rate-cuts-economic-growth-support.html#3\">3<\/a><\/sup> and the prospect of easier monetary policy.<sup><a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/stocks-pause-rate-cuts-economic-growth-support.html#4\">4<\/a><\/sup><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So why step back now? Some point to slowing growth, citing softer US payroll numbers.<sup><a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/stocks-pause-rate-cuts-economic-growth-support.html#5\">5<\/a><\/sup> Others argue growth is too strong, which would mean fewer rate cuts. Last week saw an upward revision to the second-quarter US gross domestic product (GDP) from continued consumer resilience.<sup><a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/stocks-pause-rate-cuts-economic-growth-support.html#6\">6<\/a> <\/sup>Seasonal factors and concerns over a potential US government shutdown have also been mentioned. While a shutdown could introduce volatility, history suggests it has had a limited market impact. There have been 21 US government shutdowns since 1976, lasting just eight days on average, and the S&amp;P 500 Index averaged a modest 0.1% return during those periods.<sup><a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/stocks-pause-rate-cuts-economic-growth-support.html#7\">7<\/a><\/sup> Overall, we\u2019d say the reason for the pullback is a combination of all of the above<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The recent declines, in our view, are a potential near-term consolidation following a robust advance. Nothing more ominous than that. The US economy likely remains in the middle stage of the cycle, with few signs of <a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/what-is-a-recession.html\">recession<\/a> still. We continue to believe that rate cuts and a possible reacceleration in economic activity will support stock market gains as we move toward year-end and into 2026. Pullbacks are healthy and normal.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-us-government-shutdowns-aren-t-unusual\"><strong>US government shutdowns aren\u2019t unusual<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If Congress doesn\u2019t pass a spending bill or a continuing resolution by midnight on September 30, parts of the government will start to shut down. This appears likely due to partisan gridlock over federal spending. Should a shutdown happen, essential services such as air traffic control, Social Security, Medicare, and military operations will continue. Non-essential workers may be furloughed, and agencies like NASA and the National Park Service will close.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The economic impact is likely to be modest. Only around 3% of government spending is non-essential,<sup><a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/stocks-pause-rate-cuts-economic-growth-support.html#8\">8<\/a><\/sup> and federal employment is at a record low relative to the total workforce.<sup><a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/stocks-pause-rate-cuts-economic-growth-support.html#9\">9<\/a><\/sup> Still, nearly 3 million federal workers may be affected, with essential workers receiving IOUs until funding resumes.<sup><a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/stocks-pause-rate-cuts-economic-growth-support.html#10\">10<\/a><\/sup> Some limited market volatility is to be expected, but history suggests that government shutdowns tend to pass without significant incidents to markets.<sup><a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/stocks-pause-rate-cuts-economic-growth-support.html#11\">11<\/a><\/sup><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-tariff-talk-returns\"><strong>Tariff talk returns<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Tariffs returned to the headlines as President Trump announced a new round of sectoral tariffs. These include a 100% tariff on branded pharmaceutical products, 50% on kitchen cabinets (oddly specific in our view), and 30% on upholstered furniture.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-mixed-economic-picture\"><strong>Mixed economic picture<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Global economic data released last week painted a mixed picture. In the US, second-quarter GDP was revised significantly higher,<sup><a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/stocks-pause-rate-cuts-economic-growth-support.html#12\">12<\/a><\/sup> driven in part by continued strength from the consumer. While the labor market is showing signs of cooling, jobless claims remained low,<sup><a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/stocks-pause-rate-cuts-economic-growth-support.html#13\">13<\/a><\/sup> suggesting that businesses are still reluctant to let go of workers. Additionally, the US Services <a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/what-is-purchasing-managers-index-pmi.html\">Purchasing Managers\u2019 Index<\/a> (PMI) stayed in expansionary territory, reinforcing the resilience of the domestic economy.<sup><a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/stocks-pause-rate-cuts-economic-growth-support.html#14\">14<\/a><\/sup><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Outside the US, the data was less encouraging. Eurozone and UK Purchasing Managers Indexes pointed to contraction in manufacturing activity,<sup><a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/stocks-pause-rate-cuts-economic-growth-support.html#15\">15<\/a><\/sup> while China\u2019s factory output fell to a 12-month low, underscoring the economic strain in the region.<sup><a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/stocks-pause-rate-cuts-economic-growth-support.html#16\">16<\/a><\/sup><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-mixed-comments-from-fed-speakers\"><strong>Mixed comments from Fed speakers<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Many Fed members spoke last week. The message was mixed across the group, but consistent relative to each individual\u2019s previous comments. Steven Miran argued his very dovish case, saying he would rather be \u201cproactive\u201d than wait for a \u201cgiant catastrophe.\u201d<sup><a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/stocks-pause-rate-cuts-economic-growth-support.html#17\">17<\/a><\/sup> The language from others was less hyperbolic, with Austan Goolsbee saying he was \u201ca little uneasy with too much front-loading\u201d<sup><a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/stocks-pause-rate-cuts-economic-growth-support.html#18\">18<\/a><\/sup> and Jeffery Schmid saying data \u201cstill remains largely in balance.\u201d<sup><a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/stocks-pause-rate-cuts-economic-growth-support.html#19\">19<\/a><\/sup><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-political-and-fiscal-challenges-in-europe\"><strong>Political and fiscal challenges in Europe<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.invesco.com\/us\/en\/insights\/what-are-bonds.html\">Bond<\/a> yields in the UK and France rose last week as both face increasing political and fiscal challenges. The UK government is increasingly mired in infighting as well as external challenges to Prime Minister Keir Starmer. That\u2019s limiting its ability to pass the policy needed to regain the bond market\u2019s confidence in the UK fiscal picture. Talks of a UK crisis are overblown, in our view, but challenges to the bond market will likely remain until at least the end of November, when the budget is due. In France, Prime Minister S\u00e9bastien Lecornu is still struggling to pass a budget that cuts the deficit, as various political groups wrestle in the National Assembly.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-what-to-watch-this-week\">What to watch this week<\/h4>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>Date<\/th><th>Region<\/th><th>Event<\/th><th>Why it matters<\/th><\/tr><tr><td>Sept. 30<\/td><td>US<\/td><td>S&amp;P\/Case-Shiller Home Price Index (July)<\/td><td>Key measure of home price trends; reflects consumer wealth and housing inflation<\/td><\/tr><tr><td>&nbsp;<\/td><td>US<\/td><td>FHFA House Price Index (July)<\/td><td>Gauge of housing market strength; used in mortgage market analysis<\/td><\/tr><tr><td>&nbsp;<\/td><td>US<\/td><td>Consumer Confidence Index (Sept.)<\/td><td>Indicates consumer sentiment and future spending intentions.<\/td><\/tr><tr><td>&nbsp;<\/td><td>US<\/td><td>Job Openings and Labor Turnover Survey (JOLTS) (Aug.)<\/td><td>Offers insight into labor market tightness and hiring trends<\/td><\/tr><tr><td>&nbsp;<\/td><td>US<\/td><td>Durable goods orders (Aug.)<\/td><td>Key indicator of business investment and manufacturing demand<\/td><\/tr><tr><td>Oct. 1<\/td><td>US<\/td><td>ADP Employment Change (Sept.)<\/td><td>Private payroll data; a key indicator of US labor market trends and a leading indicator for the Bureau of Labor Statistics report<\/td><\/tr><tr><td>&nbsp;<\/td><td>US<\/td><td>ISM Manufacturing Purchasing Managers\u2019 Index (PMI) (Sept.)<\/td><td>Key gauge of US manufacturing health and business conditions<\/td><\/tr><tr><td>&nbsp;<\/td><td>US<\/td><td>Construction spending<\/td><td>Indicates investment trends in real estate and infrastructure<\/td><\/tr><tr><td>Oct. 2<\/td><td>US<\/td><td>Factory orders<\/td><td>Measures demand for manufactured goods \u2014 leading indicator of production<\/td><\/tr><tr><td>Oct. 3<\/td><td>US<\/td><td>Non-farm payrolls (Sept.)<\/td><td>Most-watched labor market report; key for Fed policy decisions<\/td><\/tr><tr><td>&nbsp;<\/td><td>US<\/td><td>Employment rate (Sept.)<\/td><td>Core measure of labor market slack.<\/td><\/tr><tr><td>&nbsp;<\/td><td>US<\/td><td>Average hourly earnings<\/td><td>Tracks wage inflation, a key input for monetary policy<\/td><\/tr><tr><td>&nbsp;<\/td><td>US<\/td><td>ISM Services Purchasing Managers\u2019 Index (PMI)<\/td><td>Measures service sector activity, which comprises the bulk of US GDP<\/td><\/tr><tr><td>&nbsp;<\/td><td>US<\/td><td>PMI Composite and Services (Sept. Final)<\/td><td>Final read on business<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">https:\/\/resources.digital-cloud-west.medallia.com\/md-form\/website\/1.20.4\/index.html?formId=12629&#038;type=live&#038;isMobile=false&#038;referrer=https%3A%2F%2Fwww.invesco.com%2Fus%2Fen%2Finsights%2Fstocks-pause-rate-cuts-economic-growth-support.html&#038;region=digital-cloud-west&#038;displayType=embedded&#038;isSeparateFormTemplateFromData=true&#038;domainsListRelativePath=..%7C..%7C..%7Cwdcwest%2F42881%2Fonsite<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Stock markets<\/p>\n<p>While stocks took a small step down the proverbial wall of worry last week, we expect markets to resume their climb.<\/p>\n<p>Government shutdown<\/p>\n<p>While a US government shutdown could introduce volatility, history suggests the market impact would be limited.<\/p>\n","protected":false},"author":186,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":true,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[146,147,153,148,7],"tags":[362,291,314,995,383],"contributors-categories":[427],"class_list":["post-208070","post","type-post","status-publish","format-standard","category-macro","category-north-america","category-stocks","category-text-articles","category-traders-insight","tag-economic-outlook","tag-macro","tag-market-outlook","tag-rates","tag-stock-market","contributors-categories-invesco-us"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v28.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Stocks pause, but rate cuts, economic growth may provide support<\/title>\n<meta name=\"description\" content=\"Stock marketsWhile stocks took a small step down the proverbial wall of worry last week, we expect markets to resume their climb.Government...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.interactivebrokers.com\/campus\/wp-json\/wp\/v2\/posts\/208070\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Stocks pause, but rate cuts, economic growth may provide support\" \/>\n<meta property=\"og:description\" content=\"Stock marketsWhile stocks took a small step down the proverbial wall of worry last week, we expect markets to resume their climb.Government shutdownWhile a US government shutdown could introduce volatility, history suggests the market impact would be limited. Challenges in EuropeBond yields in the UK and France rose last week as both face increasing political and fiscal challenges.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.interactivebrokers.eu\/campus\/traders-insight\/securities\/macro\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\/\" \/>\n<meta property=\"og:site_name\" content=\"IBKR Campus EU\" \/>\n<meta property=\"article:published_time\" content=\"2025-10-01T07:20:50+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-01T11:02:12+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.invesco.com\/content\/dam\/invesco\/na\/en\/images\/insights\/ARTCL-HRO-stocks-pause-rate-cuts-economic-growth-support.jpg\" \/>\n<meta name=\"author\" content=\"Contributor Author\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Contributor Author\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\n\t    \"@context\": \"https:\\\/\\\/schema.org\",\n\t    \"@graph\": [\n\t        {\n\t            \"@type\": \"Article\",\n\t            \"@id\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/traders-insight\\\/securities\\\/macro\\\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\\\/#article\",\n\t            \"isPartOf\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/traders-insight\\\/securities\\\/macro\\\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\\\/\"\n\t            },\n\t            \"author\": {\n\t                \"name\": \"Contributor Author\",\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/#\\\/schema\\\/person\\\/e823e46b42ca381080387e794318a485\"\n\t            },\n\t            \"headline\": \"Stocks pause, but rate cuts, economic growth may provide support\",\n\t            \"datePublished\": \"2025-10-01T07:20:50+00:00\",\n\t            \"dateModified\": \"2025-10-01T11:02:12+00:00\",\n\t            \"mainEntityOfPage\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/traders-insight\\\/securities\\\/macro\\\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\\\/\"\n\t            },\n\t            \"wordCount\": 1207,\n\t            \"commentCount\": 0,\n\t            \"image\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/traders-insight\\\/securities\\\/macro\\\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\\\/#primaryimage\"\n\t            },\n\t            \"thumbnailUrl\": \"https:\\\/\\\/www.invesco.com\\\/content\\\/dam\\\/invesco\\\/na\\\/en\\\/images\\\/insights\\\/ARTCL-HRO-stocks-pause-rate-cuts-economic-growth-support.jpg\",\n\t            \"keywords\": [\n\t                \"economic outlook\",\n\t                \"macro\",\n\t                \"market outlook\",\n\t                \"rates\",\n\t                \"stock market\"\n\t            ],\n\t            \"articleSection\": [\n\t                \"Macro\",\n\t                \"North America\",\n\t                \"Stocks\",\n\t                \"Text Articles\",\n\t                \"Traders' Insight\"\n\t            ],\n\t            \"inLanguage\": \"en-US\",\n\t            \"potentialAction\": [\n\t                {\n\t                    \"@type\": \"CommentAction\",\n\t                    \"name\": \"Comment\",\n\t                    \"target\": [\n\t                        \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/traders-insight\\\/securities\\\/macro\\\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\\\/#respond\"\n\t                    ]\n\t                }\n\t            ]\n\t        },\n\t        {\n\t            \"@type\": \"WebPage\",\n\t            \"@id\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/traders-insight\\\/securities\\\/macro\\\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\\\/\",\n\t            \"url\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/traders-insight\\\/securities\\\/macro\\\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\\\/\",\n\t            \"name\": \"Stocks pause, but rate cuts, economic growth may provide support - IBKR Campus EU\",\n\t            \"isPartOf\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/#website\"\n\t            },\n\t            \"primaryImageOfPage\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/traders-insight\\\/securities\\\/macro\\\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\\\/#primaryimage\"\n\t            },\n\t            \"image\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/traders-insight\\\/securities\\\/macro\\\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\\\/#primaryimage\"\n\t            },\n\t            \"thumbnailUrl\": \"https:\\\/\\\/www.invesco.com\\\/content\\\/dam\\\/invesco\\\/na\\\/en\\\/images\\\/insights\\\/ARTCL-HRO-stocks-pause-rate-cuts-economic-growth-support.jpg\",\n\t            \"datePublished\": \"2025-10-01T07:20:50+00:00\",\n\t            \"dateModified\": \"2025-10-01T11:02:12+00:00\",\n\t            \"author\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/#\\\/schema\\\/person\\\/e823e46b42ca381080387e794318a485\"\n\t            },\n\t            \"description\": \"Stock marketsWhile stocks took a small step down the proverbial wall of worry last week, we expect markets to resume their climb.Government shutdownWhile a US government shutdown could introduce volatility, history suggests the market impact would be limited. Challenges in EuropeBond yields in the UK and France rose last week as both face increasing political and fiscal challenges.\",\n\t            \"breadcrumb\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/traders-insight\\\/securities\\\/macro\\\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\\\/#breadcrumb\"\n\t            },\n\t            \"inLanguage\": \"en-US\",\n\t            \"potentialAction\": [\n\t                {\n\t                    \"@type\": \"ReadAction\",\n\t                    \"target\": [\n\t                        \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/traders-insight\\\/securities\\\/macro\\\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\\\/\"\n\t                    ]\n\t                }\n\t            ]\n\t        },\n\t        {\n\t            \"@type\": \"ImageObject\",\n\t            \"inLanguage\": \"en-US\",\n\t            \"@id\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/traders-insight\\\/securities\\\/macro\\\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\\\/#primaryimage\",\n\t            \"url\": \"https:\\\/\\\/www.invesco.com\\\/content\\\/dam\\\/invesco\\\/na\\\/en\\\/images\\\/insights\\\/ARTCL-HRO-stocks-pause-rate-cuts-economic-growth-support.jpg\",\n\t            \"contentUrl\": \"https:\\\/\\\/www.invesco.com\\\/content\\\/dam\\\/invesco\\\/na\\\/en\\\/images\\\/insights\\\/ARTCL-HRO-stocks-pause-rate-cuts-economic-growth-support.jpg\"\n\t        },\n\t        {\n\t            \"@type\": \"BreadcrumbList\",\n\t            \"@id\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/traders-insight\\\/securities\\\/macro\\\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\\\/#breadcrumb\",\n\t            \"itemListElement\": [\n\t                {\n\t                    \"@type\": \"ListItem\",\n\t                    \"position\": 1,\n\t                    \"name\": \"Home\",\n\t                    \"item\": \"https:\\\/\\\/www.interactivebrokers.eu\\\/campus\\\/\"\n\t                },\n\t                {\n\t                    \"@type\": \"ListItem\",\n\t                    \"position\": 2,\n\t                    \"name\": \"Stocks pause, but rate cuts, economic growth may provide support\"\n\t                }\n\t            ]\n\t        },\n\t        {\n\t            \"@type\": \"WebSite\",\n\t            \"@id\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/#website\",\n\t            \"url\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/\",\n\t            \"name\": \"IBKR Campus EU\",\n\t            \"description\": \"\",\n\t            \"potentialAction\": [\n\t                {\n\t                    \"@type\": \"SearchAction\",\n\t                    \"target\": {\n\t                        \"@type\": \"EntryPoint\",\n\t                        \"urlTemplate\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/?s={search_term_string}\"\n\t                    },\n\t                    \"query-input\": {\n\t                        \"@type\": \"PropertyValueSpecification\",\n\t                        \"valueRequired\": true,\n\t                        \"valueName\": \"search_term_string\"\n\t                    }\n\t                }\n\t            ],\n\t            \"inLanguage\": \"en-US\"\n\t        },\n\t        {\n\t            \"@type\": \"Person\",\n\t            \"@id\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/#\\\/schema\\\/person\\\/e823e46b42ca381080387e794318a485\",\n\t            \"name\": \"Contributor Author\",\n\t            \"url\": \"https:\\\/\\\/www.interactivebrokers.eu\\\/campus\\\/author\\\/contributor-author\\\/\"\n\t        }\n\t    ]\n\t}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Stocks pause, but rate cuts, economic growth may provide support","description":"Stock marketsWhile stocks took a small step down the proverbial wall of worry last week, we expect markets to resume their climb.Government...","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.interactivebrokers.com\/campus\/wp-json\/wp\/v2\/posts\/208070\/","og_locale":"en_US","og_type":"article","og_title":"Stocks pause, but rate cuts, economic growth may provide support","og_description":"Stock marketsWhile stocks took a small step down the proverbial wall of worry last week, we expect markets to resume their climb.Government shutdownWhile a US government shutdown could introduce volatility, history suggests the market impact would be limited. Challenges in EuropeBond yields in the UK and France rose last week as both face increasing political and fiscal challenges.","og_url":"https:\/\/www.interactivebrokers.eu\/campus\/traders-insight\/securities\/macro\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\/","og_site_name":"IBKR Campus EU","article_published_time":"2025-10-01T07:20:50+00:00","article_modified_time":"2025-10-01T11:02:12+00:00","og_image":[{"url":"https:\/\/www.invesco.com\/content\/dam\/invesco\/na\/en\/images\/insights\/ARTCL-HRO-stocks-pause-rate-cuts-economic-growth-support.jpg","type":"","width":"","height":""}],"author":"Contributor Author","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Contributor Author","Est. reading time":"6 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/ibkrcampus.eu\/campus\/traders-insight\/securities\/macro\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\/#article","isPartOf":{"@id":"https:\/\/ibkrcampus.eu\/campus\/traders-insight\/securities\/macro\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\/"},"author":{"name":"Contributor Author","@id":"https:\/\/ibkrcampus.eu\/campus\/#\/schema\/person\/e823e46b42ca381080387e794318a485"},"headline":"Stocks pause, but rate cuts, economic growth may provide support","datePublished":"2025-10-01T07:20:50+00:00","dateModified":"2025-10-01T11:02:12+00:00","mainEntityOfPage":{"@id":"https:\/\/ibkrcampus.eu\/campus\/traders-insight\/securities\/macro\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\/"},"wordCount":1207,"commentCount":0,"image":{"@id":"https:\/\/ibkrcampus.eu\/campus\/traders-insight\/securities\/macro\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\/#primaryimage"},"thumbnailUrl":"https:\/\/www.invesco.com\/content\/dam\/invesco\/na\/en\/images\/insights\/ARTCL-HRO-stocks-pause-rate-cuts-economic-growth-support.jpg","keywords":["economic outlook","macro","market outlook","rates","stock market"],"articleSection":["Macro","North America","Stocks","Text Articles","Traders' Insight"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/ibkrcampus.eu\/campus\/traders-insight\/securities\/macro\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/ibkrcampus.eu\/campus\/traders-insight\/securities\/macro\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\/","url":"https:\/\/ibkrcampus.eu\/campus\/traders-insight\/securities\/macro\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\/","name":"Stocks pause, but rate cuts, economic growth may provide support - IBKR Campus EU","isPartOf":{"@id":"https:\/\/ibkrcampus.eu\/campus\/#website"},"primaryImageOfPage":{"@id":"https:\/\/ibkrcampus.eu\/campus\/traders-insight\/securities\/macro\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\/#primaryimage"},"image":{"@id":"https:\/\/ibkrcampus.eu\/campus\/traders-insight\/securities\/macro\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\/#primaryimage"},"thumbnailUrl":"https:\/\/www.invesco.com\/content\/dam\/invesco\/na\/en\/images\/insights\/ARTCL-HRO-stocks-pause-rate-cuts-economic-growth-support.jpg","datePublished":"2025-10-01T07:20:50+00:00","dateModified":"2025-10-01T11:02:12+00:00","author":{"@id":"https:\/\/ibkrcampus.eu\/campus\/#\/schema\/person\/e823e46b42ca381080387e794318a485"},"description":"Stock marketsWhile stocks took a small step down the proverbial wall of worry last week, we expect markets to resume their climb.Government shutdownWhile a US government shutdown could introduce volatility, history suggests the market impact would be limited. Challenges in EuropeBond yields in the UK and France rose last week as both face increasing political and fiscal challenges.","breadcrumb":{"@id":"https:\/\/ibkrcampus.eu\/campus\/traders-insight\/securities\/macro\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/ibkrcampus.eu\/campus\/traders-insight\/securities\/macro\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/ibkrcampus.eu\/campus\/traders-insight\/securities\/macro\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\/#primaryimage","url":"https:\/\/www.invesco.com\/content\/dam\/invesco\/na\/en\/images\/insights\/ARTCL-HRO-stocks-pause-rate-cuts-economic-growth-support.jpg","contentUrl":"https:\/\/www.invesco.com\/content\/dam\/invesco\/na\/en\/images\/insights\/ARTCL-HRO-stocks-pause-rate-cuts-economic-growth-support.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/ibkrcampus.eu\/campus\/traders-insight\/securities\/macro\/stocks-pause-but-rate-cuts-economic-growth-may-provide-support\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.interactivebrokers.eu\/campus\/"},{"@type":"ListItem","position":2,"name":"Stocks pause, but rate cuts, economic growth may provide support"}]},{"@type":"WebSite","@id":"https:\/\/ibkrcampus.eu\/campus\/#website","url":"https:\/\/ibkrcampus.eu\/campus\/","name":"IBKR Campus EU","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/ibkrcampus.eu\/campus\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/ibkrcampus.eu\/campus\/#\/schema\/person\/e823e46b42ca381080387e794318a485","name":"Contributor Author","url":"https:\/\/www.interactivebrokers.eu\/campus\/author\/contributor-author\/"}]}},"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/ibkrcampus.eu\/campus\/wp-json\/wp\/v2\/posts\/208070","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ibkrcampus.eu\/campus\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ibkrcampus.eu\/campus\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ibkrcampus.eu\/campus\/wp-json\/wp\/v2\/users\/186"}],"replies":[{"embeddable":true,"href":"https:\/\/ibkrcampus.eu\/campus\/wp-json\/wp\/v2\/comments?post=208070"}],"version-history":[{"count":0,"href":"https:\/\/ibkrcampus.eu\/campus\/wp-json\/wp\/v2\/posts\/208070\/revisions"}],"wp:attachment":[{"href":"https:\/\/ibkrcampus.eu\/campus\/wp-json\/wp\/v2\/media?parent=208070"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ibkrcampus.eu\/campus\/wp-json\/wp\/v2\/categories?post=208070"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ibkrcampus.eu\/campus\/wp-json\/wp\/v2\/tags?post=208070"},{"taxonomy":"contributors-categories","embeddable":true,"href":"https:\/\/ibkrcampus.eu\/campus\/wp-json\/wp\/v2\/contributors-categories?post=208070"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}