Top of the Morning: Year Ahead (2025) Roaring ‘20s: The Next Stage
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Learn about key developments that will shape the next stage of the decade, including political change in the US, economic stimulus in China, geopolitical developments and lower interest rates. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office
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The desk asserts that the current US economic momentum aligns well with conditions characteristic of a 'Roaring 20s' environment, as public sentiment grows increasingly positive. Per the full note from UBS, economic growth is tracking at approximately 3% for Q4 2024, potentially bringing full-year GDP growth to around 2.8%. This growth rate surpasses the defined threshold of 2.5% and indicates a regime marked by high inflation and rising rates. However, no significant economic calendar events loom, which could challenge this optimistic scenario.