# @InvescoUS on Twitter

- **Type:** Image
- **Original URL:** https://twitter.com/InvescoUS/status/1973093039292768519
- **Gondola URL:** https://gondola.cc/posts/35064056-InvescoUS-twitter
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/1a9a5ca9b3.jpg
- **Posted:** 2025-09-30T18:30:13.000+00:00
- **Account Owner:** Invesco US (@InvescoUS) — https://gondola.cc/InvescoUS

## Caption

Being a market strategist in 2025 means Brian Levitt is becoming accustomed to an onslaught of issues: tariffs, Federal Reserve independence, fiscal deficits, valuations… Fortunately, stock market gains have carried on. In this edition of Above the Noise, he focuses on a few issues to watch.

▪️ Artificial intelligence, automation, and the reallocation of capital toward intangible assets have contributed to a surge in corporate profitability per employee. The implications for the labor market will play out over time, but the trend has looked positive for shareholders.

▪️ How do stocks respond to rate cuts? That’s highly dependent on the economy at the time of the cut. If the current environment continues to resemble past non-recessionary rate-cut cycles, then history suggests that stocks could continue to perform well.

▪️ Does the surge in gold prices mean that investors are wary about US institutions? He doesn’t believe that’s the case. Gold prices have been rising due to a mix of macroeconomic and geopolitical factors, and broader market behavior suggests that investors haven’t lost confidence in US institutions.

Get more in the latest edition of #AbovetheNoise. https://t.co/WK2fYZho5Q

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