Performance/ Inflation
Performance
As the year came to a close we thought offering a brief summation of performance metrics might help with perspective.
MS PB Performance estimates:
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The market managed to complete the year without having a double digit draw down.
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Inflation
A potential concern heading into the new year is the delayed impact to the lower end consumer.
Simplified chart of Main Street vs Wall Street’s perspective on Inflation:
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We wonder if the above is exacerbating the below?
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Best of luck to all in 2025!
Meraki Trading Team
About Meraki Global Advisors
Meraki Global Advisors is a leading outsourced trading firm that eliminates investment managers’ implicit and explicit deadweight loss resulting from inefficient trading desk architectures. With locations in Park City, UT and Hong Kong, Meraki’s best-in-class traders provide conflict-free 24×6 global trading in every asset class, region, and country to hedge funds and asset managers of all sizes. Meraki Global Advisors LLC is a FINRA member and SEC Registered and Meraki Global Advisors (HK) Ltd is licensed and regulated by the Securities & Futures Commission of Hong Kong.
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Mary McAvey
VP of Business Development