---
title: Weekly Talking Points for Financial Advisors (1/20/25)
description: As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index inform
---

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# [Weekly Talking Points for Financial Advisors (1/20/25)](https://heliosdriven.com/helios-insights/weekly-talking-points-for-financial-advisors-1-20-25)

 Written by [Team Helios](https://heliosdriven.com/helios-insights/author/teamhelios) | Jan 20, 2025 2:42:58 AM

Read the highlights of this week's commentary from Helios:

- Despite December’s stronger-than-expected industrial production and manufacturing output, driven partly by temporary factors like the Boeing strike resolution and weather-related gains, manufacturing remains fragile, with output largely flat in Q4 and uncertainties such as tariffs, policy disruptions, and a strong dollar likely limiting sustained recovery.
- Retail sales remained strong in December, though the growth was partially inflated by temporary factors like post-hurricane car sales and rising gas prices, which will weigh on consumer finances. Spending may soften as tariff-related boosts fade, savings dwindle, and wage and employment growth slows.
- Disinflation continues, despite year-over-year headline CPI increases. December’s core CPI was up just 0.2% and the core PCE deflator likely rising only 0.19%, as temporary factors fade and easing wage growth supports further inflation moderation.

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