Bloomberg Daybreak: US Edition 2025 Market Uncertainty; Trump Tariff Proposals Spook Businesses
Dec 27, 2024
Traders are on edge, searching for clarity amid uncertainty about the Fed and Trump’s tariff proposals. Businesses are bracing for potential cost increases that could stem from these tariffs, causing widespread concern. The passing of media and finance executive Richard Parsons is also noted, as the industry reflects on his contributions. Additionally, the podcast delves into market trends leading into 2025 and the implications of economic fluctuations. Stay tuned for insights on how companies are strategizing to navigate these challenges!
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2025 Market Outlook
- Expect near-term market exuberance, but don't increase risk.
- Slower growth is anticipated in 2025 due to new administration policies and tax implications.
Fed's Dilemma
- The Fed is in a difficult position, balancing market expectations with inflation risks.
- Ratifying current market expectations could lead to worse expectations later.
Economic Indicators
- November retail inventories likely increased, potentially driven by motor vehicles.
- Wholesale inventory builds may indicate a slight economic uptick, but potential Trump tariff-related hoarding could skew the data.