Scott Wren, Senior Global Market Strategist for Wells Fargo Investment Institute, discusses the outlook for stocks and asset allocation in 2025.
*This video was recorded on November 21, 2024
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0:00 - Intro
1:00 - Economic activity and employment
2:30 - Monetary policy and market reaction
4:25 - 6,600 S&P 500 target
7:00 - Tariffs and earnings
9:46 - Financials sector
11:12 - Large caps vs. small caps
11:48 - Corporate CAPEX
13:35 - Fed “neutral rate”
15:45 - Banking regulations
17:55 - Tax cuts
19:40 - Dollar outlook
20:27 - Sector outlook
21:16 - Utilities
21:55 - Consumer spending
22:33 - Gold
23:40 - Bearish indicators
#stocks #economy #investing
