2025 Market Forecast Presentation

Event recording from January 27, 2025. Presented by Marc Usem and Marcia Zappa.

In our 2025 Market Forecast Presentation, we took a look back to share lessons from 2024. We also discussed our expectations for 2025, including a deep dive into some of the economic topics facing markets this year.

Topics covered include:
Earnings & Multiple Factors
• Expected earnings growth rate, operating profits and margins, interest rates, monetary policy expectations, fiscal policy expectations, and investor sentiment

Monetary Policy & Federal Reserve Factors
• Inflation, liquidity, employment, GDP growth, and interest rate policy

Fiscal Policy & Washington D.C. Factors
• Taxes, tariffs, immigration, and deregulation

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Please Note: There are no assurances that the content made reference to directly or indirectly in this recording will be profitable, or suitable for your individual situation, or prove successful. Due to various factors, including changing conditions, the content is only reflective of current opinions or positions and is subject to change at any time and without notice. Moreover, you should not assume that this recording serves as the receipt of, or as a substitute for, personalized investment advice from Affiance Financial. Please remember to contact Affiance Financial if there are any changes in your personal/financial situation or investment objectives.