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A Progressive Overshoot Will Hurt Democrats ... And Equities (Part 1)
The risks are to the downside because the market is at all-time highs and Democratic proposals include raising taxes on corporations and re-regulating the economy. Whether you accept our 55% odds of Trump reelection, the race will be a continual source of…
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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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