Fresh perspectives on economic trends and events impacting the global markets.
The December US jobs report showed strong growth, prompting market concerns about the economy running too hot and opening the door to more inflation.
Markets around the world rose last year despite geopolitical uncertainty, a trend that I believe seems poised to continue.
A growing trend toward fiscal conservatism, the continued importance of monetary policy, increasing geopolitical risks, and technological innovation could drive global markets in the new year.
Deregulation and tax cuts could potentially provide a boost to US economic and market growth, while tariffs and immigration restrictions could pose challenges.
The potential for significant deregulation and tax cuts has excited many investors, leading US stocks to “climb the wall of worry” despite immigration and tariff risks.
We expect significant monetary policy easing to push global growth higher in 2025, fostering an attractive environment for risk assets as central banks achieve a “soft landing.”
Despite an eventful week in politics, monetary policy from central banks still matters more to markets and economies over the long term.
Markets got the clarity they crave with Donald Trump’s decisive victory in the presidential election. Now the focus shifts to taxes, deficits, tariffs, immigration and more.
Based on his campaign pledges, here are some things we’ll be watching for from President-elect Donald Trump and what they may mean for the economy and markets.
Explore our investment insights on market movements and structural changes.
Participant outcomes can be optimized when decisions consider four key tenets.
Get insights on the economy, the markets, and investments from our experts.
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