Bloomberg Surveillance
The Outlook for Markets, Rates, and a Second Trump Term
Dec 18, 2024
Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, shares her insights on the 2025 market outlook and the risks influenced by the Federal Reserve. Jason Furman, an economics professor at Harvard, discusses the potential inflationary impact of President Trump’s second term policies. Meanwhile, Jason Trennert, Chief Investment Strategist at Strategas, explores major market trends, the future of interest rates, and the implications of inflation strategies for investors. A lively discussion on navigating economic uncertainties provides valuable perspectives!
38:20
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Quick takeaways
- The 2025 financial outlook suggests modest growth of about 10%, emphasizing the need for solid earnings performance over multiple expansions.
- Potential inflationary pressures may arise from new U.S. economic policies, particularly regarding immigration dynamics and their impact on the labor market.
Deep dives
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