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PNC Asset Management Group chief investment officer Amanda Agati joins Julie Hyman and Josh Lipton on Market Domination Overtime to discuss the top themes for markets in 2025 and their broader impact on growth as the new Trump administration prepares to take office later this month.
Agati emphasizes that fiscal policy uncertainty will be the most important theme for investors this year. "The challenge for investors in 2025 is: Everybody has seemingly thought that the new administration will organize very quickly and execute upon all of its campaign themes very quickly ... it's a little bit harder to get that done, and so there's some recalibration that's happening in the market right now," Agati explains.
Addressing growing concerns about deficit and debt levels, Agati notes, "As Fed policy loosens ... we've actually seen the 10-year [yield] move in almost a perfect inverse correlation." She adds, "That's a 'Houston we have a problem here' that the fixed income market is signaling."
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This post was written by Angel Smith