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The Compound's Post-Election Special with Callie, Ben, Michael and Josh
The Compound and Friends
Post-Election Market Influences
- Tariffs on China could disrupt the Fed's rate cutting cycle and influence the terminal rate level.
- Immigration policies, particularly those impacting foreign-born workers (20% of the labor force), could affect labor supply, wages, and specific industries like construction (40% foreign labor).
- Deregulation, such as easing drilling restrictions, is anticipated, but a breakup of big tech stocks is unlikely.
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