EVENTS:   Beat the Bear Market - Michael Belkin/Belkin Report - 29 Apr 25     ROADSHOWS: Commodity Outlook - Ian Roper /Astris Advisory Commodities /London, 22-29 Apr / New York, 1-2-5-6 May / Boston, 6-7 May / Chicago, 7-8 May   22 Apr - 08 May 25       Global ESG and Impact-investment Trends with Stock - François Boutin-Dufresne /Sustainable Market Strategies /London   28 - 30 Apr 25      

US Equities - Navigating A Tumultuous Market

Trivariate Research

Thu 27 Mar 2025 - 15:00 / 10:00 ET

Summary

Adam highlighted the uncertain macro landscape, where inflation is cooling but remains a concern. Central banks are treading carefully, balancing inflation control with economic stability. Markets are pricing in rate cuts, yet policymakers remain noncommittal, keeping volatility in play. Equities are buoyed by disinflation optimism, fixed income and currency markets react to shifting Fed expectations, and tech stocks continue to lead. Commodities show mixed performance, while real estate struggles under high rates. The outlook hinges on upcoming economic data, as investors watch for signs of a central bank pivot in a rapidly shifting global environment.

Topics

2025 Year Ahead Outlook - sectors, available alpha

How to Build the Optimal Portfolio

The Key Ingredients Of a Successful M&A Deal

Sell Some Mag 7 and What Do You Do With Your New Mag 7 Money?

Beneficiaries From The Biggest New Technology Themes