#61: Discretionary Spending and Market Dynamics for The Year. Blue Chip Partners Quarterly Edge Q1 2025.

Two straight years of meaningfully positive returns in the domestic market leave investors split. In this episode of Blue Chip Partners Quarterly Edge, Chief Investment Officer Daniel Dusina, CFA® and Managing Partner Dan Seder, CFA®, CMT, CFP® engage in a discussion that spans the U.S. economy's trajectory for 2025, including the pivotal role of discretionary spending, the wealth effect, and real personal income growth. The hosts analyze recent stock market trends, focusing on earnings concentration within the technology sector and broader market dynamics, such as the Magnificent 7’s influence. They also explore bond market opportunities in light of shifting Federal Reserve rate expectations, highlighting the relative attractiveness of bonds versus stocks. Gain actionable insights into how these factors interplay and learn strategies to maintain balanced portfolios as we navigate the complexities of the financial landscape in 2025. 

 

Watch the episode here: https://youtu.be/VpR3EiMrKnw

 

Key Points From This Episode: 

[00:00:00] Setting the stage for 2025 insights. 

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