January 3, 2025 - 12:26
In the wake of political tensions on Capitol Hill, the financial markets are bracing for potential shifts as we kick off 2025. Hosts Julie Hyman and Josh Lipton reflect on key market themes following the first trading session of the year. Hyman highlights the standout stocks of 2024, noting significant movements that could shape investor sentiment moving forward.
Clark Geranen, Chief Market Strategist at CalBay Investments, provides an analysis of anticipated volatility in the bond yield market for 2025. He emphasizes that there is "more room to run," suggesting that investors should prepare for fluctuations that could impact their portfolios.
Additionally, Washington Correspondent Ben Werschkul discusses the upcoming House Speaker vote and its implications for critical debt ceiling negotiations. This political landscape could significantly influence market stability and investor confidence.
Lastly, Gautam Mukunda, an adjunct associate professor at Tufts University and Yale University, warns of the risks associated with the increasing corporate support for President-elect Donald Trump, raising questions about the long-term effects on the market. As these developments unfold, market participants are urged to stay informed and agile.
