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Silicon Valley Bank – Quarterly Economic Report, 4Q 2025

Summary

This report focuses on economic and market factors influencing global markets and business health during the third quarter of 2025.

Key findings include the Federal Open Market Committee restarting the rate-cutting cycle, a cooling labor market, inflation above target, resilient consumer spending, strong corporate credit performance, positive US equity market returns driven by AI optimism and rate cuts, an inverted US Treasury yield curve signaling economic slowing, and volatility in the US dollar.

Region: North America 
Published: January 2026 
Author(s): Silicon Valley Bank 
Language: English 
Tech drivers: AI 
Social drivers: Pandemics 
Geopolitical drivers: Economic conditions 
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