Audio commentary: Unraveling the uncertainties

A more complex equity landscape and the potential for Fed policy shifts mean investors will need to be nimble in 2025.

Economics is rife with self-correcting mechanisms, and we give our thoughts on how that dynamic is likely to play out in the relationship between the U.S. budget deficit and longer-term interest rates.

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.