Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss:

• How have the financial markets performed over the past couple of weeks?
• A number of the MAG 7 stocks have outperformed the S&P 500 index over the past three (3) months.  Do you expect the MAG 7 stocks to perform well in 2025?
• Cyber Monday spending was up 7.3% in 2024 versus 2023.  Do you expect consumer spending in the US to remain strong as we enter 2025?
• Is the Fed likely to continue cutting overnight interest rates?  What rate on overnight interest rates should we expect by June 30, 2025?  Why does this rate matter to businesses and individuals?
• The recent National Federation of Independent Businesses survey showed a surge in optimism.  Are we likely to see small businesses do well in 2025?
• What type of performance should investors expect from emerging market equities in 2025?
• Why has the yield advantage on corporate bonds been so tight in comparison to comparable maturity US Treasury yields? What does these tight yield spreads mean for the high yield bond market?
• Do you expect the US Treasury yield curve to steepen over the next year?

Be sure to subscribe so you never miss the latest updates on investment management, the economy and much more in this podcast hosted by Anthony Wilhelms of Nicolet Wealth Management.

Show Notes:
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Looking for access to our prior podcasts? Check out The Vault Blog – Nicolet National Bank (nicoletbank.com)
Contact information for Anthony Wilhelms, Adam Longlais, and Mike Steppe

Although we believe it to be reliable as of the publication date and have sought to take reasonable care in its preparation, all information provided is for informational purposes only and we make no representations or warranties regarding its accuracy, reliability, or completeness and assume no duty to make any updates in the event of future changes. Past performance may not be indicative of future market results. Any examples used (including specific securities) are generic and meant for illustration purposes only and are not, and should not be interpreted as, offers to buy or sell such securities. To the extent indices are referenced, please note that you are not able to invest directly in an index.
 
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