Every year, senior markets editor Sam Potter reads predictions for the year ahead from leading financial institutions around the world. The theme of this year’s predictions: uncertainty.

One event on the horizon has contributed to both their predictions for 2025 and the uncertainty in a unique way: Donald Trump’s return to the White House. Potter joins host David Gura to unpack what financial institutions are expecting for this year, given what they know and what they don’t.

Read more: Here’s (Almost) Everything Wall Street Expects in 2025