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Goldman's Hatzius and Kostin on Markets and Macro in 2025

Odd Lots

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Navigating Investment Strategies Amid Inflation

This chapter explores how inflation affects investment strategies, focusing on tariffs and their differing impacts on U.S. companies with domestic and international customers. It also examines the complexities of political developments, including the potential economic effects of a Trump administration, and the importance of discerning rhetoric from reality in economic forecasts.

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