The Outlook Has Changed.
This Webinar Explains What Comes Next.
At the start of the year, the market had a clear set of expectations around rates, inflation, and growth. Those expectations no longer match reality.
This afternoon's Alpha webinar is a timely opportunity to step back, reassess what has changed, and understand how the second half of the year is likely to unfold based on current data and policy signals.
Today at 1:30 p.m. ET
A Timely Update Following the Fed Decision
This live Alpha webinar comes one day after the first Fed decision under new Chair Warsh — and one day before a U.S./Iran ceasefire agreement is expected to be finalized.
Over the past several months, markets have been influenced heavily by geopolitical events. As those pressures begin to ease, attention will shift back to fundamentals. This session is designed to reassess those fundamentals with fresh information.
The timing matters. Today's webinar is focused on the evolving outlook for three critical variables.
Today's Focus Areas
  • Interest rates
  • Inflation
  • Economic growth
Market Update
What Has Changed Since January
The consensus at the start of the year looked very different from where we stand today. Those changes have direct implications for portfolio positioning and client conversations.
Then vs. Now
January Expectations
Fed Rate Cuts
Multiple cuts were priced in for 2025
Stable to Declining Inflation
Consensus expected continued disinflation
Moderating Growth
Steady but slowing economic expansion
Today's Reality
Rate Hike Now Possible
Cuts are off the table; a hike is in play
Inflation Remains Elevated
Recent data shows renewed upward pressure
Stronger-Than-Expected Growth
The economy has outperformed forecasts
Webinar Agenda
What We Will Cover
This webinar is focused on building a clear, usable framework for the second half of the year. The goal is to give you a structured way to think about what comes next.

1
2
3
4
5
1
The Latest Fed Decision
2
Dovish vs. Hawkish Scenarios
3
CPI & PPI Data Review
4
Economic Growth Snapshot
5
Market Outcomes

Why This Matters Now
The market is transitioning away from a period dominated by geopolitical uncertainty and back toward one driven by economic fundamentals.
That shift tends to bring changes in leadership, positioning, and client expectations.
Leadership Changes
Sector and asset class leadership tends to rotate as macro drivers shift from geopolitics to fundamentals
Portfolio Positioning
Having a clear view of rates, inflation, and growth is essential to navigating this transition effectively
Client Communication
Clients will have questions. A structured framework helps you answer them with confidence and clarity
Subscriber Benefits
What You Get as an Alpha Subscriber
This webinar is available to Alpha subscribers, along with the full slide deck and supporting analysis. Everything is designed to be practical and usable — not just informational.
Live Webinar Access
Join today's session at 1:30 p.m. ET and all future live webinars
Full Presentation Deck
The complete slide deck for internal use or client discussions
Scenario Framework
A structured way to think through multiple market scenarios
Ongoing Updates
Future Alpha reports and webinars as conditions evolve
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What Alpha Is Designed to Do
Built for Advisors & Experienced Investors
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It is designed to help you develop and communicate investment ideas in a clear and structured way.
Beyond the Daily Summary
If you already read the Sevens Report to stay informed, Alpha is the next layer — helping you take that information and turn it into something actionable for your practice and your clients.
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Two Core Components of Alpha
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Alternating live sessions with accompanying decks — designed for internal use or direct sharing with clients

How Advisors Use Alpha
Putting Alpha to Work
Subscribers don't just read Alpha — they integrate it into their practice. It becomes part of their communication process, not just research they read.
Structure Client Conversations
Use the frameworks to guide discussions around the market outlook with confidence and clarity
Support Portfolio Positioning
Back your decisions with structured analysis across rates, inflation, and growth scenarios
Address Major Themes
Answer client questions on inflation, rates, and new technologies like AI and space with depth and authority
Differentiate in Prospect Meetings
Add depth and a distinct perspective that sets you apart from advisors relying on generic market commentary
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Join Today's Webinar
1:30 p.m. ET — live session on rates, inflation, and the H2 outlook
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