From historic performance to current drivers to predictions on what’s ahead, our logical, straightforward resources make it easier to understand forces affecting the economic landscape.
2025 Annual Outlook - The Great Moderation: Riding a Wave of Economic Stability
This coming year could end up being known as the “Great Moderation” as we predict we’ll see inflation, interest rates, labor market, economic growth, and stock and bond returns all moderating. Rising volatility is also present heading into the new year, along with the chance of a stock market correction – although this is not a bold prediction, as corrections typically happen most years. Diversification will be a key strategy toward navigating through 2025.
The Most Wonderful Time of the Year for the Economy
The period around the winter holidays is widely considered the most wonderful time of the year – and the economy tends to agree! The festive mood brings bustling airports and packed stores as consumers embrace the holiday spirit. The generosity of the season extends into both the economy and the financial markets. So, grab a cup of hot cocoa as we take you through a sleigh ride of the holiday economy!
Trump vs. Harris: Navigating the 2024 Presidential Election
Approaching the 60th U.S. presidential election, Cetera Investment Management cuts through the fog of polarization to continue offering independent market and economic research. In its latest commentary, the team discusses what markets could expect during this election cycles and from the next administration – all from a non-partisan lens.