Eye On The Market Eye on the Market Outlook 2025: The Alchemists
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Jan 1, 2025 Explore the chaotic interplay of deregulation, tariffs, and crypto in shaping the 2025 economy. Delve into the potential of nuclear power amidst rising energy demands and the political ambitions tied to it. Discover the implications of workforce reductions in federal agencies and China's economic landscape. Get insights on the skepticism surrounding cryptocurrencies and their political influences. Plus, analyze migration trends and how these shifts could impact housing and economic forecasts.
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Alchemists' Goals
- The "alchemists" aim to reverse the 80-year trend of declining US industrial production.
- They believe deregulation, tariffs, and other policies can revitalize the US economy.
Policy Headwinds
- The alchemists' policies face headwinds like inflation from tariffs and labor shortages from deportations.
- The administration's slim majority in the House limits its flexibility.
Market Verdict
- The 10-year treasury's rise after the Fed's first cut signals market skepticism towards the alchemists' policies.
- High equity valuations and two consecutive years of 20%+ returns suggest limited upside potential.