Fed Uncertainty, A Tech Driven Market, National Manufacturing Concerns 10/9/25

The Fed faces deep uncertainty on inflation, may pause amid data gaps, and is cautious about AI-driven growth. Markets show mixed signals, stretched between risk and optimism. Scott Ladner, Chief Investment Officer at Horizon Investments, says AI remains the key market driver. Plus, Jay Timmons, President and CEO of the National Association of Manufacturers, says optimism is rising as tax reform boosts confidence, but workforce gaps and immigration hurdles remain key challenges.