February 13th, 202512:00 p.m. CST

February 13th, 2025 | 12:00 p.m. CST

Virtual

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2025 First Quarter Capital Market Outlook

As always, the team at Focus Partners Wealth works to dig up the most relevant and pressing data sets and we share how we view this information to help us migrate client portfolios. Our Co-Hosts, Michael J. Carlin, Bhavna Khurana and Rege Eisaman will also review several key areas of the current market climate including:

1. Trump's impact on the stock market and economy

2. U.S. Economic Growth

3. Inflation Trajectory

4. Monetary Policy under Trump

5. Fiscal Policy under Trump

6. Labor Market

7. Consumer Spending

8. Yield Curve

9. Global Economy

10. Equity Valuations and Expected Returns

If you have specific questions you would like answered, you can either email them directly to Michael prior to the call at michael.carlin@focuspartners.com or bring your questions with you for the LIVE Q&A session as part of the podcast session. We look forward to seeing you soon!

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