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18min chapter
MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets
Macro Voices
Geopolitical Impacts and Market Dynamics
This chapter explores the geopolitical and economic ramifications of potential scenarios during the Trump administration, including possible governmental reforms and market reactions. It analyzes trends in the S&P 500, the US dollar index, crude oil, and gold, while warning about risks associated with leverage in the uranium market. Overall, the chapter underscores the complexities of financial markets in relation to political developments and underlying economic indicators.
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