OUTLOOK 2025
Gravitational Shifts
Stifel Chief Investment Officer, Michael O’Keeffe, and Stifel Chief Washington Policy Strategist, Brian Gardner hosted a webinar where they reviewed our economic, market, and political outlook for 2025. Watch the webinar replay here.
Outlook 2025 Spotlight No. 2: Our Outlook for the Year
Market Sight|Lines
We highlight our positive view, fueled by the positive momentum of 2024, while exploring two alternative scenarios, our bull and bear case. We anticipate a positive economic and market environment in 2025, supported by the business-friendly policy backdrop, resilient consumer spending, and robust capital investment.
Outlook 2025 Spotlight No. 1: A Brief Summary
Market Sight|Lines
2025 should prove to be an exciting year full of change, and as is my team’s practice, this week we released our outlook report, Outlook 2025: Gravitational Shifts. You can read the full report, watch a video summary, or join our upcoming client webinar, but in this week’s Sight|Lines, we once again start the year by sharing a brief overview of the report.
The Federal Reserve Signals a Slower Rate Cut Cycle
Market Sight|Lines
Inflation has firmed and seems to have settled above the Federal Reserve’s (Fed’s) 2% inflation target. Despite this, the Fed cut rates 0.25% at its final meeting of 2024, leaving monetary policy still restrictive. Investors are now eyeing the Fed’s expected policy in 2025, with fewer rate cuts now expected. In this Sight|Lines, we review inflation, Fed policy actions, and the economic and market implications of this modest policy shift.
