In this NYSE Live interview, Steve Or, Founder and CEO of Quasar Markets, discusses the economic and market themes he is watching as the fourth quarter gets underway.

Or examines the implications of the latest jobs data and discusses how labor market conditions may influence expectations around Federal Reserve policy. He shares his perspective on the current interest rate environment and explains why market participants remain focused on incoming economic data and central bank communications.
The conversation explores developments in the bond market, including movements in Treasury yields and their broader impact on economic activity. Or discusses housing affordability, mortgage borrowing costs, and some of the challenges facing prospective homebuyers in the current rate environment.

The interview also covers market leadership and sector-specific trends. Or discusses companies and industries he is following closely, including themes related to cloud computing, e-commerce, and consumer activity. He explains how investors are evaluating businesses with established market positions while navigating a mixed economic backdrop.

A significant portion of the discussion focuses on Federal Reserve communications and the importance of understanding the data and indicators policymakers may use when assessing future interest rate decisions. Or outlines the questions he would like addressed as markets continue to evaluate the path of monetary policy.

The interview concludes with a discussion of artificial intelligence, including adoption trends, commercial applications, and the evolution of AI-related products and services. Or shares his perspective on how AI continues to influence business strategy and technology conversations across industries.

Disclaimer: Informational content only. NYSE does not endorse or recommend investments, strategies, companies, products, or services discussed.