Ron O'Hanley: What Matters for Markets In 2025

Two weeks into the New Year, the economic and market outlook for 2025 is marked by uncertainty. Ron O’Hanley, Chairman and CEO of State Street, joins the podcast to offer his perspective at this critical moment. Ron and host Tim Graf walk through the uncertainties and interdependencies arising from geopolitics, US trade and immigration policy, and global fiscal policy. Discussions of the relationships between the United States and its largest trade partners and the more global trends of de-globalization and demographics feature. They detail which risks are most meaningful for markets and policymakers, and which may prove fleeting, before concluding with a discussion of State Street’s strategic opportunities in 2025.

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