MacroVoices #483 Vincent Deluard: MAGA vs. Corporate America
Macro Voices
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Navigating Economic Shifts and Market Forecasts
This chapter analyzes upcoming market corrections influenced by policy changes, tariffs, and earnings seasons. It explores the implications of rising healthcare costs, demographic shifts, and how corporate profits may lag behind wages and consumption. The discussion also highlights the evolving landscape of foreign investment in the U.S. amid geopolitical tensions and potential shifts towards national capitalism.
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