Fed Is Changing Its Trajectory, Chanana Says

The video discusses anticipated market adjustments leading into 2025, driven by factors such as the Fed's easing cycle, AI mega trends, and the impact of the US election and Trump's victory. It highlights the potential for continued market volatility and the need for strong earnings to sustain valuation expansion. The discussion also covers the implications of tariffs and tax cuts on equity markets.

What role does the US election and Trump's victory play in market performance going into 2025?

What uncertainties are associated with tariffs and tax cuts as we move into 2025?