The market playbooks are being rewritten after just three months
We’re in uncharted waters and people are listening to the captain to differing degrees, but there is a truckload of money to be made somewhere. Welcome to the markets in 2025.
Chuck out the three-month-old 2025 outlook pieces – this year is not following anyone’s playbook.
Whether you’re talking bonds, equities, currencies or commodities, investors and central banks’ playbooks missed Donald Trump’s vigorous tariff policies and their likely impact on economic growth, inflation and earnings forecasts in the United States and globally.
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Anthony Macdonald is a Chanticleer columnist. He is a former Street Talk co-editor and has 10 years' experience as a business journalist and worked at PwC, auditing and advising financial services companies. Connect with Anthony on Twitter. Email Anthony at a.macdonald@afr.com
