Why the Fed Will Be Forced to Cut | Jay Hatfield’s 2025 Market Outlook

Lead-Lag Live - A podcast by Michael A. Gayed, CFA

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In this exclusive webinar hosted by Michael Gayed of Lead-Lag Media, Jay Hatfield from Infrastructure Capital shares his market outlook for 2025 — including why he believes the Fed will have to cut rates, why housing hasn’t crashed, and why the next market move could surprise to the upside. Jay breaks down: Why the Fed has caused nearly every post-WWII recessionHow inflation is finally cooling (and why CPI is misleading)The real reason the U.S. avoided a recession in 2024His S&P 500 targe...

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