Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets
Macro Hive Conversations With Bilal Hafeez
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Economic Shifts Post-Trump Victory
This chapter examines the aftermath of Trump's electoral victory on financial markets and economic policies, emphasizing potential domestic growth strategies. It analyzes recent Federal Reserve interest rate cuts and their implications for credit markets, small businesses, and economic expectations. The discussion also explores investment opportunities in U.S. sectors, European equities, and the geopolitical landscape affecting global markets.
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