
Have We Reached the Bottom in Equities?
Macro Mondays
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Economic Strategies Under Trump
This chapter explores the economic impacts of Donald Trump's presidency, focusing on bond yields, the dollar, and pre-midterm election strategies. It also analyzes the current state of the equity markets, inflation driven by tariffs, and the long-term implications of Federal Reserve policies. The conversation emphasizes the importance of empirical data on inflation trends and strategies to manage public debt through targeted bond yields.
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