The Forecast Report: Q4 2025 Market Outlook

Paradigm C, the Fourth Turning, and What It Means for Your Wealth

The rules of investing have changed. Most advisors are still playing by the old playbook.

In this quarterly report, you'll discover:

  • Why inflation is structurally higher — and why the Fed quietly shifted to a 3% target

  • The $1.8 trillion Treasury supply surge reshaping liquidity and rates

  • Which asset classes are positioned to outperform in this new regime

  • Why traditional 60/40 portfolios are no longer enough

This is the same analysis we share with our clients at Forecast Capital Management.

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