361Firm Briefing 252 "Fed Pause"

Stephen Burke discussed the Fed's pause on policy, emphasizing the impact of tariffs and deregulation on small business optimism. He noted that while tariffs are a concern, the economy is stable with low inflation (under 3%). The Fed is unlikely to cut rates in March, with a 10-year yield hovering around 4.5%. Bill's survey revealed increased optimism post-Trump election, with energy transition and productivity gains as exciting factors. Concerns include rates, inflation, and liquidity. The survey also highlighted the importance of private credit and energy transition in private markets. The discussion concluded with plans for Survey 19, focusing on tech investments.

You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: 

• Web: www.361firm.com/home
• Onboard as Investor: https://361.pub/shortdiag
• Onboard Deals 361: www.361firm.com/onb
• Onboard as Banker: www.361firm.com/bankers
• Events: www.361firm.com/events
• Content: www.youtube.com/361firm
• Weekly Digests: www.361firm.com/digest