The Latest Breaking News from US Federal Reserve

The current bull market recently turned two and most – but not all – Wall Street pros expect the party to continue in the new year.

March S&P 500 E-Mini futures (ESH25) are up +0.26%, and March Nasdaq 100 E-Mini futures (NQH25) are up +0.30% this morning, pointing to a positive start on Wall Street in the final trading session of 2024.

Treasury yields have soared as bond market vigilantes fear "reckless" fiscal and monetary policies under Donald Trump and Fed chief Powell, according to market strategist Ed Yardeni.

JPMorgan, Goldman Sachs, and Bank of America share policy and inflation outlooks for 2025.

Inflation has the potential to erode investment portfolios—three ETFs may help investors to protect against a potential increase in inflation in 2025.

The analysts expect S&P 500 earnings growth to accelerate in Q4 and be led by the financials, including JPMorgan Chase & Company.

These are the main themes taking over the markets in 2025, ones that investors should consider when aligning their portfolios.

Plus: AI energy boom, Biden vs. Nippon Steel, and more...

Brian Blank is a finance scholar and Fed watcher who researches how companies navigate downturns and make financial decisions, as well as how markets process information. Brandy Hadley is a finance professor who leads a student-managed investment fund and studies corporate decision-making and incentives. Together, they’re also the resident economic…