GYF’s Business Valuation & Litigation Support Services Group continues to monitor economic conditions. As of September 30, 2025, the U.S. economy continues to show cautious resilience amid elevated inflation, shifting monetary policy, and evolving trade dynamics.
Economic activity remains steady but uneven. Growth in healthcare, social assistance, and data center construction is offset by flat consumer spending, declining manufacturing employment, and mixed business sentiment. Unemployment holds at 4.3%, with labor markets showing signs of cautious hiring due to automation, return-to-office policies, and reduced immigrant labor availability.
Inflation remains above the Federal Reserve’s 2% target, prompting a 0.25% rate cut to support employment and growth, with further reductions possible before year end. Consumer sentiment has declined further, reflecting concerns about persistent price pressures and future job prospects, though equity markets rallied in third quarter, signaling investor optimism. Legislative and executive actions, including new tariffs, digital currency regulation, and sweeping fiscal reforms, are reshaping the economic landscape.
Overall, the outlook remains moderately optimistic, supported by strong fundamentals in essential sectors, but continued monitoring of trade negotiations, monetary policy, and inflation will be essential for forward-looking investment and valuation decisions. For more details about Q3 of 2025, download our Economic Recap.
