
Economic Crossroads: Navigating Policy Shifts and Market Resilience in 2025
Concerns about a potential economic slowdown are rising, fiscal policy shifts and government spending cuts introduce some contractionary pressures however the near-term economic picture remains broadly positive. Tariff policies alone are unlikely to push the economy into recession. So far in 2025, diversification has re-emerged as a key with both bonds and international stocks outperforming US equities.