CIO Mike Sluder sat down with Synovus' Senior Director of Market Intelligence Cal Evans on October 28, 2025 for a timely discussion on key market trends. From the potential effects of the government shutdown and expected interest rate cuts to the rise of AI and concerns around private credit, their conversation offers valuable insights into what may lie ahead.
Topics covered include:
1:04 – Bottom-up Data4:50 – A Broader Macro View
5:53 – Interest Rate Cuts (On October 29, 2025, the Fed reduced interest rates by 0.25 percentage points.)
7:46 – The Maturity Wall
10:57 – Private Credit Concerns
12:46 – Bank Earnings: No Cockroaches Here
14:53 – Portfolio Market Positioning
18:52 – AI Story from the Road
Disclosures
This report has been prepared from sources and data believed to be reliable but not guaranteed to or by Synovus Trust Company, N.A. (STC). Opinions expressed are subject to change without notice. Synovus Trust Company, N.A. has prepared and presented this report for the sole usage of its clients as information and is neither an offer to sell nor a solicitation of an offer to buy any security.
The Family Office at Synovus is a division of Synovus Trust Company, N.A. Investment products and services provided by Synovus are offered through Synovus Securities, Inc. (“SSI”), Synovus Trust Company, N.A. (“STC”), and Creative Financial Group a division of SSI. The registered broker-dealer offering brokerage products for Synovus is Synovus Securities, Inc., member FINRA/SIPC. Investment products and services are not FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank and involve investment risk, including possible loss of principal amount invested.
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Market CommentaryNovember 6, 2025