March 6, 2025Â | Premium Service | In this issue of The Institutional Risk Analyst, we provide our subscribers with some contrarian thoughts about the US economy in 2025 and the pro-business environment being created by President Donald Trump. We also update readers on some of the more interesting movers in mortgage finance, banking and credit during 2024 as Q1 2025 draws to a close. Is it time to sell credit managers?
While many commentators focus on the immediate, economic impact of tariffs, deficit reduction and other policy changes, the long-term changes being put in place by Trump are more significant and frankly positive. Don’t let the short-term thinking coming from the financial media blind you to the very significant transformation underway in Washington. As with any significant economic change, the majority of people are behind the curve in terms of understanding the significance of the disruption.
