Are tariffs the problem or just a symptom? Recent tariff announcements are stirring up uncertainty. What does that mean for inflation, economic growth, and investor sentiment? In this episode of Off the Wall, hosts Jessica Gibbs, CFP®, and David B. Armstrong, CFA, are joined by Monument Wealth Management’s Portfolio Management team Erin M. Hay, CFA, CMT®, and Nate W. Tonsager, CIPM® to address the biggest market headlines in the first quarter of 2025.
[00:50] Introducing the topic of today’s episode.
[01:38] Broad Market Indicators for 2022
[04:28] What performed well in 2022?
[05:45] What equity markets did and didn’t perform well in 2022?
[10:34] Why public non-traded REITS are a bright spot of 2022.
[11:51] The biggest economic surprises of 2022.
[18:32] Positive takeaways from 2022 you can take into the New Year.
[28:29] What we’re watching in 2023: Growth stocks, commodities, non-US stocks, and more!
[30:00] Here’s another way to “file this away” for another time…
[32:09] 2023 Predictions + Will inflation surge higher in 2023 or have we hit peak inflation?