Bloomberg Surveillance Risks Facing Markets and Retail in 2025
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Dec 2, 2024 Henrietta Treyz, a managing partner at Veda Partners and expert on D.C. political and economic dynamics, dives into pressing issues facing markets in 2025. She discusses the implications of strategic appointments by the President-elect and their influence on tariffs and trade relations. Treyz also explores the challenges retailers face from misinformation campaigns amidst changing consumer behaviors, emphasizing how the industry must adapt to maintain profitability in today's landscape.
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Fixed Income Outlook
- Fixed income has seen positive returns in 2024, offering decent yields with low risk.
- However, 2025 has many policy uncertainties, making market predictions difficult.
Tariff Impact
- New tariffs will likely raise prices on imports, thus impacting inflation.
- Tariffs also slow economic growth, creating a conflicting economic dynamic.
Immigration and Labor Force
- Proposed immigration policies could shrink the workforce by up to 8%.
- This loss may hinder economic growth, as immigrants are a vital part of replacing retiring workers.