Looking at 2025
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Navigating Future Economic Policies and Market Dynamics
This chapter explores potential economic policies of a future administration and their anticipated effects on the stock and bond markets. It introduces the concept of 'stock vigilantes' and discusses the contrasting dynamics between U.S. stocks and traditional bond market discipline amid rising treasury yields. The chapter also examines the complexities of the current economic cycle, labor market trends, and the implications of technological advancements on market valuations.
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