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SOTS 2nd Hour: 2025 stocks to watch: from Software to Renewables to Cannabis, plus: IMAX CEO's 2025 Predictions 12/26/24

Squawk on the Street

CHAPTER

Renewable Energy Stocks and Economic Challenges Ahead

This chapter examines the tough outlook for renewable energy stocks as we approach 2025, particularly highlighting the struggles of the iShares Global Clean Energy Fund amid rising interest rates. Key companies like First Solar and Fluence are identified as having potential due to their unique positioning in energy storage, yet caution is advised due to the broader economic climate. The chapter further explores the implications of national debt and Federal Reserve policies, particularly in relation to interest rate adjustments and their impact on inflation and economic growth.

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