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Lyn Alden: Will Economy Survive New Tariffs? What's Next For Markets, Jobs

The David Lin Report

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Equity Allocation and Market Outlook

This chapter examines the dynamics of equity allocation, focusing on regions like Latin America and sectors such as U.S. growth and value stocks. It also explores the implications of the yield curve, the banking sector's response to interest rates, and the impact of geopolitical tensions on market strategies. The discussion underscores a cautious yet optimistic approach to investments, with a particular emphasis on energy producers amid prevailing uncertainties.

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