New York - January 2, 2025 ~ The team at Infrastructure Capital Advisors has completed its 2025 market and economic outlook with a brief...

The Fed cuts rates by 25bp as expected but there was a dissent from the cut and the SEP projected only 2 rate cuts in 2025 down from 4

CPI printed in-line at .3 on core and headline.   Importantly, rent and owners equivalent rent finally declined to .2 for the month.  ...

The report came in in line at 227,000 vs. expectations of 220,000, but importantly the household survey was very weak with 355,000

DECEMBER 2024 EDITION: Commentary and Economic Outlook Scroll to read full report or click below to skip to specific sections: Headlines...

GMB was down 0.7% in September and was lower by $520 billion over the last twelve months. We believe that tight global monetary policy ...

We are initiating our 2025 year-end S&P 500 Index target of 6,600 based on 21.5x 2026 consensus EPS estimate of 305 with risk skewed to ...

Top Insights for Oct: The monetary base is down $30bn YoY (approximately 0.60%). Typically, the monetary base grows by approximately 5% ...

The 80bp reduction in the 10-year interest rate over the last two months has stabilized the housing market.  We project that the economy ...

Top Headlines from Market & Economic Outlook Report: We project that the US economy will avoid a recession despite the Fed’s error ...

The weak jobs report, combined with a clear recent slowing in the economy sets the stage for the Fed to cut rates. We expect the Fed to ...

InfraCap June Market Outlook on: Fed meeting mildly hawkish as expected, CPI prints cool validating our bull case, US Economy is slowing ...