Trump’s Fiscal Doctrine: “Don’t F--- With Medicaid”
Trump’s signature bill is surprising to the upside with budget deficits, as predicted. Some version is guaranteed to pass – but higher bond yields and inflation will weigh on the economy and stock market.
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BCA Research | US Political Strategy
This strategy is unlike any other financial market research on US politics and policy because we use the geopolitical method, not Beltway conventional wisdom, to analyze risks and opportunities for major equity sectors.
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