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10min chapter
2025 outlook: Will tailwinds trump tariffs?
Goldman Sachs Exchanges
Market Outlook and Monetary Policy Insights
This chapter provides a positive outlook for risk assets against a backdrop of strong U.S. growth and declining inflation, while underscoring the potential for further U.S. outperformance. It explores the Federal Reserve's monetary policy, with expectations for upcoming interest rate cuts and how inflationary trends may influence these decisions. The discussion also highlights concerns about high equity valuations and tight credit spreads, emphasizing the balance of risks in the current economic climate.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode