Weekly Strategy Perspectives - Spooky Season

Week ending 09-05-2025. The Through Line: Love it or hate it, pumpkin spice season is back. Along with it comes seasonal tales of statistically weak (September) and psychologically intimidating (October) potential market movement. While volatility is likely to reappear, sturdy fundamentals should support a continued grind higher. We outline the important ingredients to monitor to ensure the brew is steeping as expected.