Shifting coalitions of middle-class voters, geopolitical tensions and AI-driven innovation are reshaping the economic and political landscape in 2025. How will these forces impact growth, markets and global stability?

Co-hosts AJ Giannone, Tyler Goering, Chris Morgan, and Joseph Gradante analyze the Fed’s monetary policy stance, the rise of American manufacturing, and the challenges posed by the China-Taiwan conflict. They also explore the potential of community banks, regulatory reforms and the ongoing boom in artificial intelligence.

Key Takeaways:

(02:14) Middle-class coalitions are redefining American politics.

(04:28) Consumer-driven growth and AI innovation dominate 2025 forecasts.

(07:10) The Fed likely won’t cut rates in 2025; inflation concerns remain.

(09:27) Reshoring production could reduce dependence on Taiwan and China.

(16:03) Consumers show resilience despite potential goods inflation.

(20:05) Pro-business policies must show results before midterm elections.

(27:00) Regulatory capture consolidates big banks’ power over smaller competitors.

(28:00) Reviving community banks is crucial for small business growth.

Resources Mentioned:

AJ Giannone -

https://www.linkedin.com/in/agiannone-cfa/

Tyler Goering -

https://www.linkedin.com/in/tyler-goering-cfa/

Chris Morgan -

https://www.linkedin.com/in/christophermorgan01/

Joseph Gradante -

https://www.linkedin.com/in/yoda-josephgradante/

Federal Reserve Monetary Policy: Insights into the Fed’s 2025 strategy -

https://www.federalreserve.gov/publications/december-2024-annual-performance-plan-2025.htm

China-Taiwan Conflict: How it impacts global markets -

https://rhg.com/research/taiwan-economic-disruptions/

Regulatory Capture in Banking: Challenges for small and community banks -

https://www.brookings.edu/articles/how-will-the-federal-reserve-revise-its-framework-in-2025/

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