2025 in Review: Markets, Policy, and the Path Forward

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2025 in Review: Markets, Policy, and the Path Forward

iasg

5 months ago

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History never repeats itself, but it often rhymes. This is even more so the case this year, as Trump began his second term with similar but different disruptions to the markets. Rising stocks, normalizing inflation, and the AI boom took center stage. We discuss some of the key events below and try to anticipate where we go from here in 2026.

The Trump Election and Policy Shockwaves

We wrote about the beginning of the second Trump term in February, specifically the rapid pace at which initi...

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