Here’s (Almost) Everything Wall Street Expects in 2025

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Wall Street predictions for the year ahead are usually defined by expectations for things like growth, inflation, and other dull-but-worthy economic indicators. For 2025, those are all overshadowed by a person — and he is anything but dull.

The return of Donald J. Trump to the White House dominates this year’s crop of investment outlooks published by the world’s major banks, advisers and asset managers. Overall, his anticipated pro-business policies are fueling a sense of optimism, particularly when it comes to Corporate America and US assets. Yet ...