The fourth quarter of 2024 was not just a period of optimism and recovery but also one of reflection and recalibration.
In December, most strategists predicted positive returns for the S&P 500 in 2025. The range of reasonable outcomes for stocks is wide.
Inflation remains the steadying factor in the Fed’s hand, but the Fed's intentions for next year are not likely unanimous.
As a result of the election and rate cuts, the stock market indices surged to new highs in anticipation of lower taxes & looser regulations.
The Fed lowered rates last month, so why are interest rates higher? More context helps clarify the disconnect between the Fed and the market.
Supply chain disruptions related to the port workers’ strike loom, the impacts of which we know can be incredibly destructive.
Chair Powell successfully staved off hard landing concerns by reiterating the FOMC is confident in economic growth and inflation progress.
Rotation - The Earth's axis has an inclination of 23.5 degrees relative to its orbital plane around the sun.
