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Have We Reached the Bottom in Equities?

Macro Mondays

CHAPTER

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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