Hightower Naples January 2025 Market Commentary: “Headwinds and Tailwinds”

By Mark Masterson on January 3, 2025

Please click the link to view the video: 

In this video:

  • Optimism and trepidation in equal portions to start 2025
  • Tailwinds include small business optimism, CFO optimism, Wall Street optimism.
  • Tailwinds include a likely rise in capex, M&A, and business friendly policy.
  • Headwinds include a possible rise in inflation and interest rates.
  • Headwinds include a shift from a public sector driven economy to a private sector growth engine
  • Headwinds include the debt ceiling negotiations back on the table
  • Headwinds include market valuations, concentration, and overall investor sentiment.
  • A look at commodities and gold, as well as Bitcoin
  • A review of the US dollar and 10 year treasury yields

Have a great day,

Mark Masterson, CIMA, AIF

Managing Partner/ Hightower Naples


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