The Federal Reserve Building in the Spring

April 2025 Economic & Market Outlook

03:43

In this video, Chief Equity Strategist Jim Lebenthal examines recent market volatility, tariffs, and DOGE layoffs in the context of broader economic fundamentals. Are we headed for a recession, or will positive tailwinds, including potential interest rate cuts and a projected 10% growth in the S&P 500, lead to continued growth?

Key Takeaways:

  • Volatile 2025 Q1

  • New policies from Washington, D.C.

  • Unfavorable stock market response

  • Market correction (drop of 10% or more from peak to trough)

  • Strong profit picture growth

  • 10% projected S&P 500 growth in 2025

  • Good environment for companies