The November election eliminated the cloud of uncertainty, that had lingered over 2024.  Looking forward, we expect to see an extension of the 2017 Tax Cuts, efforts to curtail illegal immigration, the threat and possible implementation of tariffs, the possibility of some reflation, and a slightly relaxed regulatory environment which could broaden the runway for banks, financials and health care.

See the report for further information:  January 2025 Outlook Report