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Political Cycles • 4 min read Trump 2.0 and the Financial Markets Donald Trump's win and the Republican sweep of the House (probably) and the Senate (certainly) is consistent with…
Market Call • 3 min read Market Call: Sweep Stakes We still think that gridlock would be the most bullish outcome of the November 5 presidential and congressional elections, making…
Geopolitics • 3 min read Geopolitical Hot Spots With the Fed in easing mode and US economic growth remaining resilient and even robust, we are still wondering what…
