5 Macro Factors To Monitor In 2025

2025-01-16 03:20:00 ET

Summary

• Signs of a slowing labor market and strained household finances are emerging.
• U.S. core inflation is still at 3.3%, nearly 1.5% above the Fed’s target rate – and the U.S. isn’t alone.
• The S&P 500 was up over 20% in each of the past two years, but now valuations may be getting stretched.

By Erik Norland

At a Glance

• Signs of a slowing labor market and strained household finances are emerging
• Lower options prices across most asset classes suggest that markets may be under-pricing risks

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