Market Outlook for Dec 29, 2024 - and 2025 Themes

0:00 - 16:54 Duration
16:55 - 22:06 Beta
22:07 - 55:58 2025 Themes


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CFA/Applied Series subscriptions:
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Economic calendars
https://tradingeconomics.com/calendar
https://www.fxstreet.com/economic-cal...

This Week in Earnings:
https://lipperalpha.refinitiv.com/wp-...

Money Market flows:
https://www.ici.org/research/stats/mmf

Fed Balance Sheet:
https://www.federalreserve.gov/moneta...

LINK TO S&P SPREADSHEET:
https://www.spglobal.com/spdji/en/doc...

SIFMA:
https://www.sifma.org/resources/resea...

Freddie Mortgage Rates:
https://www.freddiemac.com/pmms

Treasury:
https://home.treasury.gov/resource-ce...

SOMA
https://www.newyorkfed.org/markets/so...

EFFR
https://www.newyorkfed.org/markets/re...

Reverse Repo
https://www.newyorkfed.org/markets/de...

FedWatch Tool:
https://www.cmegroup.com/markets/inte...

STIR analytics
https://www.cmegroup.com/tools-inform...

Forward Curves:
https://www.chathamfinancial.com/tech...