Year-End Reflections
Market Sight|Lines
December is a good time to reflect on this past year and consider some important issues as we look to start the new year. We offer some year-end reflections about 2024 with a look to 2025.
The Shift in Government May Impact Earnings in 2025
Market Sight|Lines
My team and I closely monitor company earnings to gauge market trends and manage equity portfolios. The third quarter earnings season is wrapping up, offering key insights into the stock market. With the recent U.S. elections, it's also crucial to consider how upcoming policy changes in D.C. might impact future earnings. We review the third quarter results and explore the potential policy implications of the new administration.
Tariffs, Inflation, and Federal Reserve Policy: Slow and Steady
Market Sight|Lines
While investors cheered the September Federal Reserve (Fed) rate cut with the anticipation of more, inflation remains sticky, which will slow the pace of further cuts. We review the state of inflation, the direction of Fed policy, and the potential impact of any tariffs imposed by the incoming Trump administration.
