TAM Market Pulse: Tom Wald

Author: Transamerica Asset Management (TAM)

Transamerica Asset Management, Inc. (TAM) CIO Tom Wald talks about what investors need to know in a changing market environment.
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Language: en

Genres: Business, Investing

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Updating forecasts as jobs market has weakened
Tuesday, 30 September, 2025

As summer fades into fall, what do recent job market changes mean for the economy? In this new Market Pulse podcast, Transamerica Asset Management, Inc., CIO Tom Wald analyzes unexpected job market revisions and their potential to lead to three rate cuts in 2025. Despite the cooling labor market, find out why stocks remain resilient and how these changes might pave the way for an economic “sweet spot.” With updates on the S&P 500® year-end target and a crucial Supreme Court decision on tariffs, Tom offers concise strategies to navigate this shifting landscape. Tune in for a brief, but insightful discussion on the season’s economic outlook.