2025 Outlook: Targeting a Trifecta - by Barry C. Knapp
- Barry Knapp
- Jul 29
- 1 min read
The Bessent Treasury ends the reliance on bill issuance, the market responds positively The FOMC reduces the policy rate to 3.25% by YE25 QT continues through 1H25 due to coordinated debt management The biggest threat to bureaucracy is financial sector regulatory policy, a plus for bank stocks Capital investment recovers strongly improving the mix of growth Productivity growth remains strong ...