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Markets and the Economy

Put recent portfolio performance in context with market themes, our outlook and your goals.

The Weekly Five

Too Much of a Good Thing?

December’s nonfarm payroll report blew past expectations and, in tandem with positive consumer trends, is feeding investor expectations of a pause in the Fed’s rate cutting cycle. We discuss our take on the data, the market’s latest read on the incoming administration and more in this Weekly Five.

  1. What does the December nonfarm payroll report say about the health of the labor market?
  2. How is job market strength impacting the outlook for consumer spending?
  3. Has the jobs data impacted the Fed’s outlook for rates and inflation?
  4. How are equity markets discounting the expected policies of the incoming Trump administration?
  5. What is the outlook for U.S. equities in 2025?
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