Unhedged Looking at 2025
19 snips
Nov 21, 2024 Dive into 2025 predictions as analysts sift through year-ahead reports, revealing insights on corporate spreads and the AI bubble. Discussions shift to labor market implications, exploring what can go right or wrong in a volatile global landscape. The dangers of consensus in market forecasts are examined, particularly for tech giants. Meanwhile, the hosts weave in humor about grooming habits and holiday turkey prep, making for a light-hearted yet informative episode that blends finance with everyday life.
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America's Market Dominance
- America is predicted to continue dominating markets in 2025.
- This dominance is expected to persist due to Trump's policies potentially hindering growth elsewhere.
US Investment Despite Policy Concerns
- Investors are concerned about Trump's economic policies, but are compelled to invest in US assets.
- This behavior stems from a lack of alternatives to the US's liquid markets, even with perceived policy risks.
Treasury Yield and Stock Market
- A 10-year treasury yield near 5% could spook the stock market due to decreased appeal and tighter financial conditions.
- Previous spikes in treasury yields have coincided with stock market dips, indicating potential vulnerability.