Bates Group Releases 2025 U.S. Economic and Capital Markets Chartbook

Bates Group is pleased to announce the release of our 2025 U.S. Economic and Capital Markets Chartbook, offering an in-depth analysis of major equity market, credit, private equity, and economic trends that includes the past year in context of up to 100 years of economic and market history. Developed by Bates Group Director and Expert Greg Kyle, this year's Chartbook captures a pivotal moment defined by tariff-driven uncertainty, a resilient AI-fueled equity rebound, and significant headwinds across the broader economy.

Inside, you'll find detailed insights on:

• Tariffs rising to nearly 17%, up from less than 2% historically 
• Equity markets recovering from a 15% drop to post double-digit returns
• AI infrastructure spending driving gains across all three major indices
• GDP growth slowing to just 0.5% annually in the fourth quarter
• Only 181,000 jobs added — the weakest labor growth since 2020
• Tariff-driven inflation costing households an estimated $1,000–$1,600

This essential resource, enriched with over 50 charts and commentary, is tailored for financial industry professionals, regulators, attorneys, compliance leaders, and institutional investors.

Get your copy of the 2025 Chartbook

The Capital Markets Chartbook is one example of the thought leadership Bates Group delivers annually to the financial services community. We publish ongoing news and analysis covering industry events, regulatory and compliance developments, and broader financial services intelligence, keeping professionals informed on the issues that matter most. Recognized and respected across their fields, Bates Group brings deep expertise to every insight we share. Subscribe to our mailing list to stay current with the latest commentary and analysis.