Ep. 202: Alberto Gallo on Trump, Fiscal Risks, and Market Outlook
Macro Hive Conversations With Bilal Hafeez
Potential Impact of Interest Rate Cuts and Political Factors
This chapter examines the potential consequences of interest rate cuts on financial conditions, risk assets, and housing market, as well as the influence of political factors on macro analysis. It discusses the presence of complacency in the market and the shift in fiscal policy under Donald Trump.
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