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公式動画＆関連する動画 [Global Research Year Ahead – U.S. and Global Strategy]
Get multiple perspectives on the year ahead. See what unfolds in 2025 as BofA Global Research analysts share their insights on the themes that could shape the year, highlighting key trends to help you make more informed decisions. Policy shifts by the new presidential administration and improving U.S. productivity bode well for U.S. equities. Savita Subramanian and Jared Woodard discuss investment opportunities in 2025, potential impacts of policies on the rest of the world and whether mega cap tech can keep outperforming.
Learn more: https://bit.ly/4g0zDUA
00:00 Intro
01:08 Evidence of improved U.S. productivity
04:05 Mega-cap tech
05:20 Global markets performance
06:54 Potential risks
08:34 Key economy themes for 2025
09:46 Outro
#Economy #USmarket
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