FOMC Sends a Dovish Signal Despite the Expectation of a Hawkish Message
By Christopher Combs, Chief Investment Officer Silicon Valley Capital Partners December 10, 2025 Executive Summary — Five Takeaways The Fed cut rates by 25 bps and paired the move with a tone that was noticeably more accommodating than what markets expected heading into the meeting. The Committee upgraded its growth outlook and lowered its inflation […]
Trump 2.0 Flatter and Fatter Distribution Outcome
Donald Trump’s First Term Accomplishments versus Second Term Opportunities: Less Levers to Pull Christopher Combs Chief Capital Market Strategist Silicon Valley Capital Partners Donald Trump’s second term as President of the United States begins under markedly different economic conditions than his first. The economic backdrop of January 2017 offered distinct advantages compared to January 2025, […]