February 2025 Commentary And Economic Outlook
Source: SeekingAlpha
2025-02-11 03:20:00 ET
Summary
- We believe there will be 5-10% tariffs put on most imports to the US.
- We are bullish on stocks with a $7,000 target on the S&P 500 Index, assuming an 18% effective corporate tax rate is enacted.
- We remain bullish on bonds despite the recent sharp selloff of 10-year treasuries in response to a hawkish Fed and expect the 10-year to move into the 3.5%-4.0% range by the end of the first quarter of 2025.
- Anticipation of Trump policies have caused the dollar to strengthen by 10% which is highly deflationary.
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February 2025 Commentary And Economic Outlook
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