December 2024 “First Friday” Market Outlook – 2025: Economy, Valuation, Geopolitics. What’s Next?

December’s First Friday Topics:

The U.S. Administration is Changing. What should Investors Expect?

The U.S. economy continues to mature in unexpected directions. What should investors expect?

Asset Valuations Seem to be Stretched. What Future is the Stock Market Pricing In?

The global economy continues to bifurcate – What Should Investors Expect, and How to Prepare?

What keeps us up at night?