For the first time in decades, regardless of which political party wins, the White House, Washington and Wall Street might find themselves at odds over critical economic policies. This situation potentially places Main Street in a difficult position. On one side, there are proposals for across-the-board tariffs and mass deportations; on the other, there are capital-damaging tax hikes, and both sides are proposing deficit-increasing budgets. The federal government may wield more influence over the economy than a “friendly” Federal Reserve for the first time in years.
The first year of a new presidency always brings uncertainty, and 2025 will likely be no different for markets, the economy as a whole, and, perhaps more importantly, for specific sectors and regions that could be affected by upcoming policy and political changes. Ron Insana outlines the potential for profits and pitfalls, risks and rewards, and gains and losses in the year ahead – domestically and globally. What happens in 2025 may well shape the economy and markets for decades to come. Ron tailors this presentation to suit each audience on topics such as:
• Central Banks: Have They Risked a Recession to Fight Inflation?
• De-Globalization & De-Dollarization: Fact and Friction?
• Geo-Politics: 5 Hot Spots to Watch Around the World
• The AI Revolution: From Infrastructure to Implementation
• Battling Climate Change: Big Business versus Mass Migration
• The Culture Wars: What’s the Economic Cost of Societal Change?