SOTS 2nd Hour: Holiday Retail Stock-ing Stuffers, Trump’s Treasury Secretary Pick, and 4 Cases For A Year-End Rally 11/25/24
Squawk on the Street
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Economic Outlook and Market Trends
This chapter discusses the current economic landscape in the U.S. as assessed by Deutsche Bank, focusing on expected growth and inflation amidst Federal Reserve policies and the Trump administration's strategies. The conversation touches on tariffs, immigration policies, and their impact on the labor market and holiday spending trends. It also examines the performance of the S&P 500 and offers insights into future market expectations and sector advantages.
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