Where the Equity Rally Goes in 2025
Bloomberg Surveillance
Federal Reserve Dynamics and Economic Outlook
This chapter examines the Federal Reserve's recent policy changes and their implications for economic growth, rising yields, and interest rates. It highlights the contrasts in the housing market, consumer spending, and the labor market, emphasizing the challenges posed by high mortgage rates and cooling economic conditions. Additionally, it explores the strength of the dollar and its impact on various sectors, particularly tech and emerging markets, as expectations for 2025 unfold.
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