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Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact
Forward Guidance
US Election and its Potential Consequences
The chapter explores the upcoming US election and its potential impact on various aspects like the Federal Reserve, inflation expectations, monetary policy, fiscal deficits, and the economy. It discusses the possibilities of third-party candidates and the potential implications of a paradigm-shifting election.
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