Random Thoughts

Published on January 6, 2025

To clear our notebooks entering 2025, here are quick perspectives on a range of topics.

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Schwab's 2025 Long-Term Capital Market Expectations

January 6, 2025
Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.

How Trump Can Achieve Sustained 3% GDP Growth

January 6, 2025
The incoming Trump administration has set a goal of growing the economy by 3% per year, similar to promises made during Donald Trump’s first term in office.