It’s outlook season! CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, offer this market analysis to help you navigate the ever-changing financial landscape. From economic trends to market forecasts, get the insights to make informed decisions about your money going into 2025.
In this episode, we dive into:
How we forecast the data and filter out the noise
2025 estimates for liquidity, inflation, economic growth, and recession
How much good news is already priced into the market?
What are the most attractive asset classes going into 2025?
