Q: Potential surprises with initial 2025 financial market forecasts?
Q: How did the Federal Reserve’s recent “Grinch” announcement slow the Santa Claus equity rally?
Q: Could there be a 2025 financial market “freakout” and why would it happen?
Q: What should investors do about that potential now and what can they do if it occurs?
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Investment Forecast Round Up
*Lord Abbett: Vast Growth Potential in Artificial Intelligence (AI). Magnificent 7 2025 Earnings Growth Down from 33% to 20% While the Rest of S&P 500 Index is pegged at 13%.
*BlackRock: Mega Forces, Like the Rise of Artificial Intelligence, Transforms Economies.
*Oops: InfraCap Forecasts Four Rate Cuts in 2025, But the Federal Reserve Just Said Only Two?
*Nuveen: Five Themes for a New Economic Landing.
*Vanguard: Gross Domestic Product (GDP) Growth 2.1% for the U.S. While Europe is at a half percent & China is at 4.5%. Global Monetary Easing & Three Potential Paths for U.S. Returns.
*J.P.Morgan: Forecasted U.S. Equity Returns Near 7%.
*International Energy Agency (IEA) Increases Oil Demand Growth From 990,000 to 1.1 Million Barrels Per Day for 2025.
*Deutsch Bank Global Market’s Survey Says: S&P 500 Index a 5.2% Return & the Magnificent 7 at 6.8%.
*Bob Doll 2024 Prediction Recap – Bozo Awards and Sir John Templeton Awards?
*KKR: AI Driven Energy Demand Opportunities, Productivity Gains, and Oil at $65 a Barrel.
*T.Rowe Price Raises Prospect of 6% Long Treasury Yields on Worsening U.S. Fiscal Woes.
*McGowanGroup Wealth Management’s (MGWMs) Possible 2025 Outcomes:
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Deregulation and Potential Productivity Increases Power Profits?
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Government Fiscal Spending Cuts Lead to Financial Market Freakout, But Deregulation Benefits Overcome Spending Cuts?
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Middle East Conflicts Disrupt World Oil Supply?
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Better AI Programming Process Leads to Greater Profit Growth?
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Liquified Natural Gas (LNG) Exports Boom in Second Half of Year with U.S. Prices Moving Closer to European Prices?
Headline Round Up
*Government Headed Towards a Partial Shutdown?
*Three Year High in Global Purchasing Managers Index This December.
*Why the Wall Street Journal’s James Mackintosh Fears This “Frothy Market”.
*Argentina’s Free Market Makeover Accelerates Faster Than Anticipated Under “El Loco”, President Javier Milei.
*Japanese Internet & Telecommunications Firm SoftBank CEO, Masayoshi Son, and Trump to Announce $100 Billion Investments in U.S. Projects Over the Next Four Years!
*Israel Hits Yemeni Energy Targets!
Skid Row
*Jeffries’ Analysts, led by Philippe Houchois, Downgrades Ford from Hold to Underperform on List of Upcoming Challenges.
*Texas Court Blocks Corporate Transparency Act for “Beneficial Ownership Information” Filings.
*California Bans Sales of New Gasoline Powered Cars Starting 2035?
Dow Jones Industrial Average Index (12/29/2023 – 12/20/2024)
– Courtesy of Bloomberg LP
Standard & Poor’s 500 Index – Member Ranked Returns, Best Performing/Worst Performing Q3/Q4 (09/20/2024 – 12/20/2024)
– Courtesy of Bloomberg LP
Bitcoin Currency Spot Price (12/29/2023 – 12/20/2024)
– Courtesy of Bloomberg LP
Chicago Board Options Exchange – Short-Term Interest Rate Index (12/29/2023 – 12/20/2024)
– Courtesy of Bloomberg LP
Chicago Board Options Exchange – 10 Year Treasury Note Yield Index (12/29/2023 – 12/20/2024)
– Courtesy of Bloomberg LP
Standard & Poor’s 500 Index – Member Ranked Returns, Best Performing/Worst Performing Year to Date (12/29/2023 – 12/20/2024)
– Courtesy of Bloomberg LP
Profit Report
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