Biden’s Still Alive, But Can He Kick?
公開日
Democrats are still slightly favored for reelection as the incumbent party is presiding over a growing economy. However, Biden’s strong showing in the primary election is not lifting his popular approval yet, and that is a worrying sign. Policy uncertainty should rise sharply, which is marginally negative for the stock market.
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A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.
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