Morning Meeting
Populism > Profits: Watch Out Tech
Populism and profits don’t fit together. As we wrote last August in these pages, sky-high tech-sector profit margins will be vulnerable to policy risk as elected officials try to claw back some of that national income pie in favor of labor (read:…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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