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MacroVoices #413 Darius Dale: Still Bullish
Macro Voices
Analyzing Fiscal Policy and its Impact on the Market
This chapter analyzes the impact of fiscal policy on the market, discussing changes in the federal budget deficit, individual income taxes, Medicare, Social Security, net interest, and the treasury's borrowing estimate. They also mention a net liquidity model and the potential announcement of a treasury buyback program, along with positive global liquidity trajectory.
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