Episode Details

Back to Episodes

Why the Fed Will Be Forced to Cut | Jay Hatfield’s 2025 Market Outlook

Published 7 months, 3 weeks ago
Description

In this exclusive webinar hosted by Michael Gayed of Lead-Lag Media, Jay Hatfield from Infrastructure Capital shares his market outlook for 2025 — including why he believes the Fed will have to cut rates, why housing hasn’t crashed, and why the next market move could surprise to the upside.

Jay breaks down:

  • Why the Fed has caused nearly every post-WWII recession
  • How inflation is finally cooling (and why CPI is misleading)
  • The real reason the U.S. avoided a recession in 2024
  • His S&P 500 target of 7,000 for 2025
  • Bullish takes on housing, tech, small caps, and preferreds
  • Why regional banks and credit fears are overblown
  • His contrarian forecast for the U.S. dollar and Treasury yields

Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.

#Markets #Investing #FederalReserve #InterestRates #JayHatfield #MichaelGayed #InfrastructureCapital #StockMarketOutlook

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.


Support the show

Listen Now

Love PodBriefly?

If you like Podbriefly.com, please consider donating to support the ongoing development.

Support Us