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cover of episode Why Inflation Still Poses a Risk to Stocks and Bonds in 2025

Why Inflation Still Poses a Risk to Stocks and Bonds in 2025

2025/1/24
logo of podcast Investing Insights

Investing Insights

Shownotes Transcript

Sarah Hansen, Morningstar Inc markets reporter, explains why the markets are closely watching inflation and what some forecasters expect. Seth Goldstein, strategist for Morningstar Research Services, discusses whether the new Trump administration’s policies could affect the electric vehicle industry and his outlook for Tesla’s stock.

What’s Changed About the Inflation Outlook

Why Inflation is Running Hotter Again

What Stubborn Inflation Means for Investors and the Economy

Markets’ Response to Inflation 

Why Investors Need to Pay Attention to Inflation Drivers

What Economists Think Is Next for Inflation

Bottom Line for Investors

What’s New in the Markets 

How Trump’s Policy Shift Could Affect Tesla and Other Automakers

Is It Still Possible for EVs to Hit Their Accelerated Growth Forecast?

Why Tesla May Have a Comeback in 2025

What to Look for in Tesla’s Upcoming Earnings

Morningstar’s Outlook on Tesla Stock 

 

**Read about topics from this episode.  **

Markets Breathe a Sigh of Relief on Softer Core Inflation)

December Inflation Data Closes Door on January Rate Cut, but There’s Improvement Under the Hood)

Is Inflation Really What Ails Stocks and Bonds?)

Stocks and Bonds Stumble on Hot Jobs Report. Are Markets in Trouble, or Is It Just Noise?)

Tesla: Full-Year Deliveries Decline and Energy Storage Deployments Set Record High)

 

What to watch from Morningstar.

Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund)

It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?)

Where Investors Can Find the Highest Bond Yields in 2025)

How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025)

How to Diversify Your Portfolio to Handle a Market Correction)

 

Read what our team is writing:

Sarah Hansen)

Seth Goldstein)

Ivanna Hampton)

 

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