Global S&P Futures lower in premarket

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Why Telsey says 2025 outlook 'brings higher uncertainty'

January 1, 2025 10:00 AM EST

Telsey Advisory Group (TAG) has warned of increased uncertainty in 2025, citing changes in monetary policy, inflation trends, and a shifting economic landscape.

In its latest Monthly Economic Pulse note, TAG downgraded its economic indicator for monetary policy to Neutral from Tailwind.

They state that the Federal Reserves decision to slow interest rate cuts in 2025 has contributed to this cautious outlook. While 2024 saw 100 basis points in cuts, the Fed now... More

Goldman Sachs discusses sensitivity of the US economy to a China trade war

December 26, 2024 3:00 PM EST

In a note to clients this week, Goldman Sachs analysts outlined the potential economic impact of heightened trade tensions between the US and China under a second Trump administration, with tariffs expected to rise by an average of 20 percentage points.

The investment bank explores the exposure of the US economy to Chinese imports and the implications for both consumers and producers.

From a consumption perspective, we estimate that import content from China accounts for 7% of the producer value of US goods consumption... More