EPISODE · Nov 7, 2025 · 39 MIN
Why the Fed Will Be Forced to Cut | Jay Hatfield’s 2025 Market Outlook
from The Pain Trade Podcast · host Michael A. Gayed, CFA
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 recession How inflation is finally cooling (and why CPI is misleading) The real reason the U.S. avoided a recession in 2024 His S&P 500 target of 7,000 for 2025 Bullish takes on housing, tech, small caps, and preferreds Why regional banks and credit fears are overblown His contrarian forecast for the U.S. dollar and Treasury yields Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise. #Markets #Investing #FederalReserve #InterestRates #JayHatfield #MichaelGayed #InfrastructureCapital #StockMarketOutlook Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show
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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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Why the Fed Will Be Forced to Cut | Jay Hatfield’s 2025 Market Outlook
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