Markets Resilient Amid Historic Week and Fed Meeting in Focus

Published on January 28, 2025

Donald Trump’s second term as president came with a flurry of executive orders and his policies are rippling across the global markets.

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Washington Gets to Work on a Budget

January 28, 2025
Tax and spending cuts will face Congressional roadblocks.

Growth Continued in Q4

January 28, 2025
We still believe the odds of a recession are higher than most investors think. Monetary policy tightening started back in 2022 and inflation remains above the Federal Reserve’s 2.0% target, which means the Fed will be reluctant to get loose anytime soon.