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Economic Outlook Post-Election
This chapter explores the potential economic impacts of the President-elect's policies, focusing on higher tariffs and fiscal stimulus. It discusses concerns about inflation, the Federal Reserve's cautious approach, and the evolving dynamics of the bond market amidst fiscal uncertainties. The chapter contrasts optimistic stock market sentiments with the challenges posed by increased tariffs and changing immigration policies, highlighting the intricate balance the Fed must maintain in its monetary stance.