Biggest Market Predictions for 2025

Start the new year with unmatched market insight in our first “Real Conversation” of 2025. Hedge fund veteran and Hedgeye favorite Mike Taylor sits down 1-on-1 with CEO Keith McCullough.

Here’s a peek at some of Mike’s predictions and what will be discussed:
The Federal Reserve cuts rates five or more times, with 1-year yields dropping to 3%.
Winners: REITs, Utilities, and Healthcare as the best-performing sectors.
Losers: MRNA (-50%), CVNA (-50%), WMT misses earnings, MPW faces bankruptcy amid malfeasance.
A recovery in existing home sales in the second half of the year.
Geopolitical shockwaves as Trump imposes a 10% tariff on China and China strikes a major agricultural trade deal with the U.S.