Market Commentary
In this edition of Monthly Market Insights, we assess the potential impact of proposed tariffs on GDP, inflation, and corporate earnings over the near and medium term. We discuss why we might want to get used to more “headline volatility” in reaction to policy uncertainties. Lastly, we dig into January’s inflation numbers and the outlook for earnings in 2025.
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Disclosures
This presentation and its content are for informational and educational purposes only and should not be used as the basis for any investment decision. The information contained herein is based on publicly available sources believed to be reliable but not a representation, expressed or implied, as to its accuracy, completeness or correctness. No information available through this communication is intended or should be construed as any advice, recommendation or endorsement from us as to any legal, tax, investment or other matters, nor shall be considered a solicitation or offer to buy or sell any security, future, option or other financial instrument or to offer or provide any investment advice or service to any person in any jurisdiction. Nothing contained in this communication constitutes investment advice or offers any opinion with respect to the suitability of any security, and this communication has no regard to the specific investment objectives, financial situation and particular needs of any specific recipient. Past performance is no guarantee of future results. Additional information and disclosure on Pathstone is available via our Form ADV Part 2A, which is available upon request or at www.adviserinfo.sec.gov.
Any tax advice contained herein, including attachments, is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of (i) avoiding tax penalties that may be imposed on the taxpayer or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.
Market Commentary
November Market Insights: Recent developments paint a nuanced picture of the current economic landscape.
Preferred Life
Brief overview of Donor Advised Funds including private and purpose-driven investment opportunities.
Perspective & Analysis
In a challenging environment for investors, we take a slightly conservative stance.
Market Commentary
Quarterly Market Review and Outlook: Tariff headwinds, legislative tailwinds support our “cooling, not cratering” economic outlook.
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