Charts & Chat - January 20, 2025

Eric Boyce • January 20, 2025

This week, CEO Eric Boyce, CFA discusses:

1. Biggest risks and catalysts for growth (positive and negative) for 2025

2. Quantifying tariff impacts on growth across key global markets

3. Retail sales continue to increase, leading Atlanta Fed to raise its estimate for 4Q economic growth

4. Philly Fed manufacturing breakout!

5. Valuations stretched, but productivity and margins continue to expand, leading to increased stock buybacks and some upside stock potential

6. US dollar likely to remain stronger, which has some trade implications




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