Arvind Sanger, Managing Partner at Geosphere Capital Management, suggests that President Trump’s tariff threats are likely negotiation tactics rather than economic destruction tools, which keeps the market optimistic. The market’s rise this year is broader-based, signifying widespread economic confidence. Fed minutes indicate inflation has plateaued, and future actions depend on economic data and geopolitical developments.
Andrew Freris cautions investors on overheated US equities and rate-cut hopes
Andrew Freris criticizes the Federal Reserve’s rate cut, deeming it based on outdated data and ignoring accelerating inflation. He maintains a negative outlook on US
December 15, 2025