Trump Tariff Threat, Retail Earnings
Bloomberg Intelligence
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Investment Strategies Amid Political Change
This chapter examines how the election of President-elect Trump and a Republican Congress are reshaping investment strategies, particularly emphasizing a shift towards commodities. The discussion includes the potential impacts of tariffs and geopolitical dynamics on global markets and bond investments. Furthermore, it highlights the challenges and competition in the pharmaceutical sector regarding obesity drugs, emphasizing the need for efficacy and market viability.
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