Welcome to the Nicolet Wealth Management Investment Podcast. We start the episode off saying goodby to Mike Steppe. Mike Steppe and Adam Longlais discuss:
- How have the financial markets performed over the past couple of weeks?
- What is the likely impact of the recent employment report?
- As we enter mid-January, the next round of earnings numbers are released. What is the expectation for earnings in the fourth quarter? Are the results likely to track better or worse than expectations?
- The returns in the energy sector significantly lagged (S&P 500 Energy Sector up 5.72%) the broader market in 2024. Do you expect better performance in 2025?
- What is your outlook on the performance of European stocks? Are the relatively attractive valuation levels sufficient to offset the weak regional economies and the potential impact from tariffs in 2025?
- After a substantial rally in September and early October, Chinese equities have performed relatively poorly over the past three months. Are Chinese equities likely to remain volatile in 2025?
- Is the Fed likely to continue lowering overnight interest rates in 2025? Will the Fed react to political pressure in setting monetary policy under the new Administration in Washington DC.
- After a strong performance in 2024 (up 8.19%), what is the outlook for high yield bonds in 2025?
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Show Notes:
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Contact information for Anthony Wilhelms and Adam Longlais
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