US GDP and corporate profit growth are healthy, but markets are priced for it. Inflation remains sticky, while the new administration is focused on implicitly inflationary policies. Combined with an unsustainable debt and deficit situation, these factors are setting the tone for 2025. What does this all mean for investors? This Newsletter explores practical strategies to align your portfolio with the key macroeconomic trends outlined in CEO Jan van Eck’s 2025 outlook.
VanEck’s Post
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Discover how U.S. equities managed to hold up despite a surge in Treasury yields and rate cut repricing, supported by an improved economic outlook and strong AI product demand. Read more here: https://lnkd.in/g2MNP7kA
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The prospect of rate cuts by the US Fed later this year augurs well for frontier market bonds, we think. We see value in local markets where policymakers have taken the necessary actions to ensure macroeconomic stability. Learn more in this week's Talking Heads: https://lnkd.in/e5BSMcfN
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Discover how U.S. equities managed to hold up despite a surge in Treasury yields and rate cut repricing, supported by an improved economic outlook and strong AI product demand. The latest GPS report also explores the tactical neutral stance of LPL’s STAAC on equities amid reduced political risk and potential market corrections.
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Discover how U.S. equities managed to hold up despite a surge in Treasury yields and rate cut repricing, supported by an improved economic outlook and strong AI product demand. The latest GPS report also explores the tactical neutral stance of LPL’s STAAC on equities amid reduced political risk and potential market corrections.
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Financial Advisor for Families & Individuals, Retirees, & Business Owners | Empowering Your Financial Success
Discover how U.S. equities managed to hold up despite a surge in Treasury yields and rate cut repricing, supported by an improved economic outlook and strong AI product demand. The latest GPS report also explores the tactical neutral stance of LPL’s STAAC on equities amid reduced political risk and potential market corrections.
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Discover how U.S. equities managed to hold up despite a surge in Treasury yields and rate cut repricing, supported by an improved economic outlook and strong AI product demand. The latest GPS report also explores the tactical neutral stance of LPL’s STAAC on equities amid reduced political risk and potential market corrections.
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Discover how U.S. equities managed to hold up despite a surge in Treasury yields and rate cut repricing, supported by an improved economic outlook and strong AI product demand. The latest GPS report also explores the tactical neutral stance of LPL’s STAAC on equities amid reduced political risk and potential market corrections.
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Discover how U.S. equities managed to hold up despite a surge in Treasury yields and rate cut repricing, supported by an improved economic outlook and strong AI product demand. The latest GPS report also explores the tactical neutral stance of LPL’s STAAC on equities amid reduced political risk and potential market corrections.
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Discover how U.S. equities managed to hold up despite a surge in Treasury yields and rate cut repricing, supported by an improved economic outlook and strong AI product demand. The latest GPS report also explores the tactical neutral stance of LPL’s STAAC on equities amid reduced political risk and potential market corrections.
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Discover how U.S. equities managed to hold up despite a surge in Treasury yields and rate cut repricing, supported by an improved economic outlook and strong AI product demand. The latest GPS report also explores the tactical neutral stance of LPL’s STAAC on equities amid reduced political risk and potential market corrections.
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