Why the Fed Will Be Forced to Cut | Jay Hatfield’s 2025 Market Outlook

from Lead-Lag Live · 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 recessionHow inflation is finally cooling (and why CPI is misleading)The real reason the U.S. avoided a recession in 2024His S&P 500 target of 7,000 for 2025Bullish takes on housing, tech, small caps, and preferredsWhy regional banks and credit fears are overblownHis contrarian forecast for the U.S. dollar and Treasury yieldsLead-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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This episode was published on November 7, 2025.

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