Macro Mondays #72 - Are markets prepared for a liquidity tsunami?
Macro Mondays
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Election Dynamics and Market Implications
This chapter examines the current U.S. election campaign and its potential impact on markets, particularly around the anticipation of a Trump victory. The discussion includes market reactions, political polarization, and the implications of Republican control on tax policies and liquidity. Additionally, it addresses upcoming challenges like the debt ceiling and how these factors could affect investment strategies in various asset classes.
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