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The Shift in Government
May Impact Earnings in 2025
Sight|Lines
The third quarter earnings season is wrapping up, offering key insights into the stock market. With the recent U.S. elections, it’s also crucial to consider how upcoming policy changes in Washington, D.C. might impact future earnings. We review the third quarter results and explore the potential policy implications of the new administration.
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Longstanding Elevated Inflation Prompts Federal Reserve to Focus on Labor Market for December Policy Decision
Economic Insight
Inflation remains stubbornly elevated, with nearly all measures of price pressures above – or noticeably above – the Federal Reserve (Fed)’s 2% target. However, the lack of downward momentum and an uneven pathway for prices has been longstanding. More recently, inflation has only marginally improved, largely moving sideways, with some measures even accelerating slightly.
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Potomac Perspective
Washington Policy Strategy
President-elect Donald Trump announced he is nominating Gail Slater to be Assistant Attorney General for the Antitrust Division, confirming our view that the technology sector will be a primary focus of the Department of Justice during a second Trump administration and that ongoing investigations and litigation are unlikely to change significantly when Trump takes office next month.
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Stifel Bits
A breezy, lighthearted approach to our insights
500%: The percentage increase in business spending on generative AI, reaching $13.8 billion in 2024.
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Weekly Market Perspectives
For the week ending December 6, 2024
The S&P 500 rose 0.7% last week, marking strong momentum as we end the year. The U.S. economy showed signs of resilience as the labor market weakened slightly. This strength enables flexibility in rate decisions for the Fed.
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