MacroVoices #482 Mike Green: What The Market Is Not Discounting
Macro Voices
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Market Dynamics Under Policy Change
This chapter explores the intricate relationship between government policy and economic indicators during the Trump administration, especially concerning passive investing's impact on market behavior. It examines how large capital inflows inflate stock values while masking underlying economic challenges like unemployment and inflation. Additionally, the discussion critiques consumer sentiment surveys and highlights the implications of tariffs and tax increases on future economic activity.
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