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How to find alpha: Bridgewater Associates' Co-CIO Karen Karniol-Tambour

Goldman Sachs Exchanges

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Intro

This chapter explores the current U.S. macroeconomic environment, focusing on the synergy between the Federal Reserve's recent rate cuts and fiscal stimulus from the COVID-19 pandemic. The discussion emphasizes the potential for sustained growth through increased business investments and historical parallels suggesting continued expansion.

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