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An Economic Update from Point72's Dean Maki

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Fiscal Futures: Predicting Policies and Economic Impacts

This chapter explores the potential fiscal policies under different U.S. presidential administrations, focusing on the implications of tariffs and deficit projections. It analyzes historical trends and current economic conditions, including the impact of tariffs on inflation and growth, as well as the performance of real estate and gold in the market. The discussion emphasizes the uncertainty surrounding economic predictions while providing a nuanced view of how these factors interplay with upcoming elections.

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