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2025 markets will be volatile

François Savary 9 to 5 live

Francois Savary CIO.  www.genvil.ch

Donald Trump US president 2.0 

He has promised to introduce his policies quickly. 
Tarriffs, immigration policy, tax cuts and energy policy will affect market volatility.
Elon Musk implementations will be watched with interest by the markets.
Earnings season expected to show solid earings growth and will be necessary to provide fuel for the next leg higher in the stock market bull run.
Us 10 yr T bonds will probably re-test 5% this year.
IMF has reduced its US GDP growth forecast by a very significant 0.5% USD should weaken in medium term and next Fed rates cuts not expected before June.

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