Private Client Group

December 30th, 2024

4 Key Macroeconomic Themes To Watch In 2025

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A special thank you to all Steady Investor readers. We look forward to delivering weekly insights on the latest news and market-moving stories in 2025. For our last Steady Investor of the year, we bring you four macroeconomic themes to watch closely in 2025.

With a new administration set to take power in January, a higher degree of policy uncertainty has entered the markets. While President-elect Trump has clearly telegraphed plans to raise tariffs, deport unauthorized migrants, lower taxes, and loosen regulations, the actual policies that come into force remain unknown. Regardless, meaningful shifts in trade, immigration, and regulatory policies are anticipated, with potential implications for corporate strategy, labor markets, and consumer sentiment. Proposed changes in trade tariffs and deportation policies are key areas to watch, in our view. If implemented fully, these policies could tighten the labor market, disrupt supply chains, and increase production costs for U.S. companies. Investors should stay informed of policy announcements and legislative actions, as these developments could have immediate and far-reaching effects on asset prices and economic growth.

Navigate Tax Season with Confidence: Get Your Free 2025 Tax Reference Guide

Tax season can be complex, whether you’re filing on your own or with a professional. Questions about updated rules, deductions, and limits are inevitable.

That’s why we’re offering our 2025 Tax Reference Guide1—a precise and user-friendly resource designed to address the most common tax concerns.

This guide provides:

If you have $500,000 or more to invest and want to make informed financial decisions this tax season, click the link below to get your free copy:
Download the 2025 Tax Reference Guide1

Inflationary pressures have been a dominant theme in recent years, and 2025 is expected to continue this trend. While inflation eased in certain sectors in 2024, the ongoing influence of trade policy and labor constraints could reignite price increases. The Federal Reserve’s response to inflation will be crucial. If inflation remains sticky, the Fed may choose to pause rate cuts, which may or may not be a welcomed move by markets. Conversely, signs of moderating inflation might prompt the Fed to ease its stance, creating a more favorable environment for equities. As has been the case for the past couple of years, investors should keep a close eye on monthly consumer price index (CPI) and personal consumption expenditures (PCE) price index reading for clues about the direction of monetary policy.

We firmly believe that corporate earnings are a fundamental driver of stock market performance. As 2025 unfolds, investors will be closely monitoring earnings reports to gauge the financial health of key sectors and companies. Valuations for equities, particularly in high-growth and technology sectors, remain a concern. If corporate earnings do not meet expectations, market corrections could follow. Historical trends suggest that years of substantial stock gains, like those experienced in 2024, often give way to more modest returns—especially if earnings do not compellingly surprise to the upside. Valuation multiples are already elevated, which we think means expectations are already high. This could make the stock market more vulnerable to even the slightest earnings disappointments and any negative shift in investor sentiment.

The U.S. labor market is undergoing significant changes that could have long-term implications for economic growth and consumer demand. Proposed policies on immigration and deportation are expected to impact labor supply, particularly in sectors that rely heavily on immigrant workers. Labor force participation rates and wage growth will be important indicators to watch. If deportations occur at a large scale, labor shortages may drive up wages, increasing operating costs for businesses. This scenario could further fuel inflationary pressures. On the flip side, slower labor force growth might reduce overall economic output and limit GDP growth. The construction, agriculture, and hospitality sectors are particularly vulnerable to labor disruptions. Investors should monitor employment data, wage growth statistics, and policy updates related to immigration to understand how labor market shifts will influence corporate profitability and broader economic activity.

This time of year, taxes are top of mind for many investors. To make navigating tax season easier, we’re offering our free 2025 Tax Reference Guide2—a trusted resource designed to answer your most pressing questions and help you plan with confidence.

Inside, you’ll find:

If you have $500,000 or more to invest and want to learn more, click on the link below to get your free copy:

Disclosure

1 ZIM may amend or rescind the free guide “2025 Tax Reference Guide” for any reason and at ZIM’s discretion.
2 ZIM may amend or rescind the free guide “2025 Tax Reference Guide” for any reason and at ZIM’s discretion.
DISCLOSURE

Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.

Zacks Investment Management, Inc. is a wholly-owned subsidiary of Zacks Investment Research. Zacks Investment Management is an independent Registered Investment Advisory firm and acts as an investment manager for individuals and institutions. Zacks Investment Research is a provider of earnings data and other financial data to institutions and to individuals.

This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Do not act or rely upon the information and advice given in this publication without seeking the services of competent and professional legal, tax, or accounting counsel. Publication and distribution of this article is not intended to create, and the information contained herein does not constitute, an attorney-client relationship. No recommendation or advice is being given as to whether any investment or strategy is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole.

Any projections, targets, or estimates in this report are forward looking statements and are based on the firm’s research, analysis, and assumptions. Due to rapidly changing market conditions and the complexity of investment decisions, supplemental information and other sources may be required to make informed investment decisions based on your individual investment objectives and suitability specifications. All expressions of opinions are subject to change without notice. Clients should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed in this presentation.

Certain economic and market information contained herein has been obtained from published sources prepared by other parties. Zacks Investment Management does not assume any responsibility for the accuracy or completeness of such information. Further, no third party has assumed responsibility for independently verifying the information contained herein and accordingly no such persons make any representations with respect to the accuracy, completeness or reasonableness of the information provided herein. Unless otherwise indicated, market analysis and conclusions are based upon opinions or assumptions that Zacks Investment Management considers to be reasonable. Any investment inherently involves a high degree of risk, beyond any specific risks discussed herein.

The S&P 500 Index is a well-known, unmanaged index of the prices of 500 large-company common stocks, mainly blue-chip stocks, selected by Standard & Poor’s. The S&P 500 Index assumes reinvestment of dividends but does not reflect advisory fees. The volatility of the benchmark may be materially different from the individual performance obtained by a specific investor. An investor cannot invest directly in an index.
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