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Will Tariffs be Eclipsed by Tax Cuts?
Topic
Investment Planning
Program ID
337549
Hours
1
Format
Live / Stand-alone Workshop or Seminar
Complexity
Intermediate
Description
In this Office Hours session, join Kevin Flanagan (Head of Fixed Income Strategy), Sam Rines (Macro Strategist, Model Portfolios), and Jeff Weniger (Head of Equity Strategy) as they unpack the fiscal and monetary policy landscape shaping 2025. The discussion will explore potential policy shifts under the new Trump administration and examine the Federal Reserve s evolving stance as markets react to inflation data, interest rate expectations, and economic growth signals. Tune in for timely insights into how these developments may influence the direction of the stock and bond markets in the months ahead.
Learning Objectives
Examine the economic and fiscal policy outlook for 2025, with a focus on key trends shaping the investment landscape. Assess potential actions from the Trump Administration, the Federal Reserve, and Congress, and their implications for markets and portfolio strategy. Identify investment solutions and strategic positioning that may help navigate the evolving policy environment and economic conditions.