MARKET SIGHT|LINES
Animal Spirits Are in Focus: A Look at Some Soft and Hard Data
Outlook 2025: Gravitational Shifts
Entering 2025, we observe potential shifts in government policy, monetary policy, and markets that will influence results this year. We look back at 2024 and review our outlook for 2025 on policy, the economy, and the markets.
While Some Caution Is Warranted, There’s No Need for Panic
Market Sight|Lines
Recently, we’ve seen some economic data that may be signaling a slowdown, and many market watchers are raising the alarm that issues like geopolitical tensions and tariffs are to blame. While we believe there's no need to hit the panic button, a bit of caution might be warranted. We unpack some of the recent data and our views going forward.
Signals From the Noise: How Our 2025 Base Case Might Unfold
Market Sight|Lines
These days, we’re bombarded by dramatic news stories, often about the economic and market implications of policy shifts in Washington. However, the data signals we’re seeing for anticipated consumer engagement and forecasted earnings remain mostly positive so far. We discuss how we must look through the media noise to see the signals showing how our modestly positive “base case” might unfold in 2025.
