The Trump trade
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Impact of Trump's Policies on Stocks
The chapter delves into Trump's influence on stocks through policies like corporate taxes and deregulation, discussing how factors like inflation and interest rates have affected small cap stocks. It analyzes the impact of Trump's rhetoric on the market, particularly focusing on big tech companies, and explores the uncertainty surrounding his stance on tariffs. The chapter also discusses the relationship between inflation, interest rates, the US dollar, and the potential market impact of Trump's interference with the Federal Reserve.
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