
MacroVoices #462 Luke Gromen: 2025 Outlook
Macro Voices
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Market Dynamics Amid Political Shifts
This chapter explores the influence of Trump's presidency on equity markets, with a focus on overbought conditions in the S&P 500 and the performance of major tech stocks like Nvidia. It also examines the U.S. dollar's rally, its implications for commodity prices, and the future outlook for gold and uranium markets amidst current economic factors.
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