As we move into the spring and summer of 2025, financial markets are navigating a dynamic landscape shaped by evolving economic conditions, geopolitical developments, and central bank policies. Investors are closely monitoring the Federal Reserve’s stance on interest rates, inflation trends, and corporate earnings performance as key drivers of market movements... Join Kenny Polcari for a spring/summer update on financial markets and how you can position yourself.
Markets have largely embraced the Trump Administration’s policy priorities, which include deregulation, tax cuts, and “Drill, Baby, Drill.” But as the year unfolds, will that continue? Or will increased geopolitical tensions and tariff threats cause more market turbulence? Tune in to this panel of experts to get their answers. They will also give you their best portfolio plays for Trump 2.0, not just in the stock market but elsewhere in the capital markets