Turning the Page
First Week with Walter Todd

Turning the Page

January 2, 2025

A new year, a new month, and a new First Week from Walter Todd. He sat down to chat about how the markets finished the year and what to watch in 2025.

In this month’s video:

  • Market Highlights: 2024 showed strong gains, but the market remains top-heavy, with the median stock rising only about 10%.
  • Federal Reserve: The Federal Reserve’s meeting in December marked a turning point and Jerome Powell’s tone seems much more hawkish.
  • Busy January: There are a lot of potential market-moving political events happening this month: House Speaker elections (January 3), electoral vote confirmation (January 6), the presidential inauguration (January 20), and anticipated executive orders on topics like immigration, tariffs, and energy.

Greenwood Capital is an SEC-registered investment advisory firm. This material has been prepared for information purposes only, is not intended to provide, and should not be relied on solely for tax, legal, or accounting advice. Subtitles are automatically generated.

Related Posts

2Q 2026 Letter from the CIO
2Q 2026 Letter from the CIO

July 6, 2026"I guess I should warn you, if I turn out to be particularly clear, you've probably misunderstood what I've said.” I hope this letter finds you well and that you enjoyed the 250th July 4th celebrations over the past weekend. It’s hard not to open with a...

2Q 2026 Market Commentary
2Q 2026 Market Commentary

January 4, 2026Economic Overview By Dr. Mark PylesAt the risk of ruining a page-turning crescendo, we won’t bury the lede here (and yes that is the correct spelling of that use of the word). The U.S. economy remains…okay. It has remained generally as such throughout...

Red, White, and a Booming Market First Week with Walter Todd
Red, White, and a Booming Market
First Week with Walter Todd

Red, White, and a Booming Market July 1, 2026Markets just posted their best quarter in 20+ years, so what’s next? In this month’s First Week video, Walter outlines the strong rebound and unpacks the cracks that may be starting to show beneath the surface. From Fed...