commentary

Weekly Mosaic Update

The Weekly Mosaic contains the latest market and economic news and data, including what to watch in the coming week, index returns, and current positioning of Mosaic model portfolios.

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Reinhart Week in Review by Madison Investments 10.24.2025

Both headline and core inflation came in slightly below expectations in September, giving the Fed more reason to ease policy in the months ahead. Meanwhile, new U.S. sanctions on Russian oil and continued trade uncertainty are keeping markets on edge.

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Reinhart Week in Review by Madison Investments 10.17.2025

After last week’s renewed U.S.-China trade tensions, markets have steadied as officials signaled a return to negotiations. But with uncertainty still high, investors remain cautious.

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Q3 2025 Market & Economic Review

Download our quarterly communication with market and economics charts, and commentary on events of the previous quarter.

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Fixed Income 3Q 2025: Markets at an Inflection Point

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Reinhart Week in Review by Madison Investments 10.10.2025

U.S.-China trade tensions are back, as President Trump canceled his meeting with the Chinese President and hinted at more tariffs. Meanwhile, Fed minutes showed broad support for additional rate cuts, and the ongoing government shutdown continues to weigh on the D.C. economy.

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Monthly Market Update - October 2025

The forward-looking stock market had its eye on two main factors in September: the increasing likelihood of a government shutdown and the Federal Reserve’s interest rate policy. The Federal Reserve piece proved to be the more compelling as the Fed cut rates by a quarter point on September 17, with a consensus that more cuts would be imminent. 

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Reinhart Week in Review by Madison Investments 10.03.2025

The federal government shutdown has closed non-essential services, though markets have largely shrugged it off so far. But it has also delayed the release of key labor market data, leaving the Fed unlikely to act without more complete data. 

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“Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC (“MAM”), and Madison Investment Advisors, LLC (“MIA”). MAM and MIA are registered as investment advisers with the U.S. Securities and Exchange Commission. Madison Funds are distributed by MFD Distributor, LLC. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer and is a member firm of the Financial Industry Regulatory Authority. The home office for each firm listed above is 550 Science Drive, Madison, WI 53711. Madison’s toll-free number is 800-767-0300.

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