Things to Watch: Next 30 Days
Some potential events that we’re tracking closely which could have a market impact in the near future:
- Fed Chair drama. News of the DOJ investigation of the current Fed chair heightens the stakes for the announcement of the new Fed Chair nominee and increases the chances that, if Hassett is the pick, Fed politicization could jump forward as a concern and drive interest in value and "safe havens" and away from Treasuries.
- A ruling on tariffs. Speculation that the Supreme Court would deliver their tariff case ruling last Friday has now shifted to Wednesday (January 14). If tariffs are found invalid, the resulting uncertainty around what will come next could provide a chance to remind investors about alternatives like gold and the potential benefits of active management.
- January FOMC meeting. While current market sentiment anticipates a pause in rate cuts at the end of January, there's a lot of data coming over the next few weeks that could easily tilt things towards another cut. From a Rapid Response perspective, we'd say that it's the scenarios of a 50bps cut or a 25bps increase that would be worth considering developing communications around, as those are the most likely to be unexpected.
- Banks and AI earnings. January will give markets another perspective on the health of the US economy (JP Morgan Chase on 1/13, Citigroup on 1/14, and Bank of America on 1/15) and of the AI industry (Applied Digital on 1/13, TSMC on 1/15, ASML on 1/28, Palantir on 2/2). Any signs of downward trends or bubble collapse could trigger interest in less volatile equity solutions.
EMI Rapid Response Calendar
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Rapid Response Programs Are Proven to Work…
Rapid Response coaching and support from EMI
Interested in attending a half-day workshop to learn about a systematic, scalable approach to creating communications based on the calendar? Or would you prefer a full-service approach and have rapid response communications crafted for you? We can help.
Contact Anthony Nygren, EMI Executive Vice President (617-226-4304).
About Us
EMI has over 30 years of deep domain experience partnering with B2B and B2C clients in highly regulated markets. We bring the disciplined analysis, strategic thinking, and objectivity of a consulting firm together with the creativity, pragmatism, and executional capabilities of a brand-driven marketing agency.
The fact that we have clients who are leaders in their industries and have been with us for decades speaks for itself. We build marketing strategies and execute tactical plans designed to drive more leads, better conversions, and greater customer lifetime value. Our deep understanding of complex businesses and regulated industries allows us to move quickly with minimal handholding and onboarding to quickly deliver value for clients. We get in the trenches and understand each client’s internal structures and processes, their external challenges and opportunities, their objectives and goals. We are extra hands and minds for our clients. We assess any gaps and slot in as part of your team to ensure we connect all the dots, whether those gaps are in strategy, research, analysis, creative, technology, or project management.
About Anthony Nygren
Executive Vice President, Investments Practice
Anthony has 20+ years of experience in marketing strategy, execution, and competitor and market analysis. He is passionate about understanding customer motivation and behavior and finding ways to turn that understanding into more effective sales and marketing strategies. Anthony’s experience spans a broad spectrum of industries, turning data-driven market insights into initiatives that produce top- and bottom-line results.