Transcript:
This is money talks with Chad Olivier, sponsored by Olivier Group.
Hi. This is Chad Olivier, certified financial planner and CEO with Olivier Group. Today, let’s discuss three key risks that could impact the market in twenty twenty five. Risk number one, the Federal Reserve stays too tight. The Fed is currently cutting rates, but the pace has slowed due to improved growth and rising inflation expectations.
While the economy has been resilient despite high rates, sectors like housing, small businesses, and manufacturing remain under pressure. If the Fed keeps rates too high, it could hurt productivity and increase sensitivity to economic shocks.
Risk number two, tariffs could push inflation higher. Tariff policies under the Trump administration could affect inflation.
A strong dollar might buffer some of this, but poorly communicated or overly aggressive tariff policies could disrupt inflation expectations.
While current inflation concerns may be overblown, policy missteps remain a risk.
And risk number three, Congress missteps. With a divided Congress, it may be difficult to get through many of the pro business policies the market is counting on. Negotiations may have to happen, which was a staple in Congress many years ago, but could prove to be challenging in this day and age.
Bottom line, despite these challenges, we remain optimistic about the markets in twenty twenty five, but interest rate policy and trade uncertainty are areas to watch closely.
That is why it’s always best to have a diversified portfolio with active money management. Visit our website at Olivier Group dot com and sign up for our weekly market commentary. That’s why money talks he pays.
This has been money talks with Chad Olivier.
