Shifting coalitions of middle-class voters, geopolitical tensions and AI-driven innovation are reshaping the economic and political landscape in 2025. How will these forces impact growth, markets and global stability?
Co-hosts AJ Giannone, Tyler Goering, Chris Morgan, and Joseph Gradante analyze the Fed’s monetary policy stance, the rise of American manufacturing, and the challenges posed by the China-Taiwan conflict. They also explore the potential of community banks, regulatory reforms and the ongoing boom in artificial intelligence.
Key Takeaways:
(02:14) Middle-class coalitions are redefining American politics.
(04:28) Consumer-driven growth and AI innovation dominate 2025 forecasts.
(07:10) The Fed likely won’t cut rates in 2025; inflation concerns remain.
(09:27) Reshoring production could reduce dependence on Taiwan and China.
(16:03) Consumers show resilience despite potential goods inflation.
(20:05) Pro-business policies must show results before midterm elections.
(27:00) Regulatory capture consolidates big banks’ power over smaller competitors.
(28:00) Reviving community banks is crucial for small business growth.
Resources Mentioned:
https://www.linkedin.com/in/agiannone-cfa/
https://www.linkedin.com/in/tyler-goering-cfa/
https://www.linkedin.com/in/christophermorgan01/
https://www.linkedin.com/in/yoda-josephgradante/
Federal Reserve Monetary Policy: Insights into the Fed’s 2025 strategy -
https://www.federalreserve.gov/publications/december-2024-annual-performance-plan-2025.htm
China-Taiwan Conflict: How it impacts global markets -
https://rhg.com/research/taiwan-economic-disruptions/
Regulatory Capture in Banking: Challenges for small and community banks -
https://www.brookings.edu/articles/how-will-the-federal-reserve-revise-its-framework-in-2025/
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