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CFA Society Chicago Macro Matters - equity market thoughts heading into 2025

CFA Society Chicago

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Navigating Economic Indicators: The HOPE Framework

This chapter examines the HOPE framework, detailing how economic indicators react to Federal Reserve policies, particularly focusing on the recent trends in the housing market. It highlights the challenges small and mid-sized businesses face amidst rising inflation and interest rates, while also discussing the resilience of larger companies. The conversation forecasts potential shifts in the economy heading into 2025, emphasizing the significant role of the housing sector in economic recovery.

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