U.S. Economic Outlook: Diverging Policies and Market Reactions

This chapter explores the contrasting economic policies anticipated under the new U.S. administration, focusing on aggressive tariffs versus pro-growth strategies. It examines market responses, particularly in Forex, and the unique investor confidence in equities despite economic uncertainties. The discussion also covers portfolio allocation complexities, the role of commodities versus stocks, and potential dollar volatility following the new presidency.

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