TAM Market Pulse: Tom Wald

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 ta...

After navigating some turbulence following “Liberation Day” on April 2, the Dow Jones Industrial Average, the S&P 500®, and the Nasdaq composite have pushed toward record highs. Is the latest bull run sustainable for the remainder of 2025 and beyond? Join Transamerica Asset Management, Inc., CIO Tom Wald for a new Market Pulse podcast as he discusses four market catalysts that could help stocks continue to rise: tariff resolutions, interest rate cuts, corporate earnings growth, and a lowe...

Markets often seek to climb a “Wall of worry,” and they had plenty of climbing to do in the first half of 2025. Despite tariff uncertainty, continued interest-rate debate, and escalating conflict in the Middle East, the markets performed relatively well in the first half of the year. So what’s on tap for the rest of 2025? Look ahead with a new Market Pulse from Transamerica Asset Management, Inc., CIO Tom Wald, CFA®. Hear Tom break down expectations and offer his year-end forecasts for stocks...

The S&P 500 was soaring on February 19, hitting a record-high close. It didn’t take long for things to turn south. As President Trump follows through on previously delayed tariffs on Canada and Mexico and increasing existing tariffs on China, the markets have taken a downturn. But is there a silver lining? Join Transamerica Asset Management, Inc., CIO Tom Wald for a new Market Pulse podcast as he discusses the shift in sentiment and where things might go from here. Despite the recent vola...

The old saying goes, “Markets don’t always go up because of what happens, but often because of what doesn’t happen.” The past year saw markets move higher while several expectations entering 2024 did not come to fruition. A recession did not occur, the economy did not stop growing, corporate earnings did not fall flat, inflation did not climb again, the Fed did not eschew rate cuts, and the presidential election did not deteriorate into a drawn-out period of uncertainty. Today, the question i...