Economic fundamentals looking strong entering the new year but lurking inflation could eventually tank stocks

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Tariffs will not have meaningful impact on inflation (4-minute video)

Less regulation and M&A outlook will be good for banks (4-minute video)

Mortgage rates likely to remain high in 2025 (5-minute video)

Fed may be done with rate cuts for a while (4-minute video)

Rising rates across the curve bad for high PE stocks (5-minute video)  

Economy may be stronger than anyone thought (4-minute video)

Worry is now on the inflation side of the economy  (4-minute video )

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