Economic Outlook from May, 2025
In our recent travels, we heard from two strategists, Paul Ma from Fidelity and Robert Stein from First Trust. While the US still has its share of long-term problems, we came away from these meetings feeling much more positive about where things are heading over the next year. Inflation may be coming down: rents dropped 5% in December, wage inflation has decreased to 4%, and tariffs have settled at a more reasonable level. Lower inflation […]