Global Investment Strategy, US Equity Strategy
Special Report
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
GeoMacro Strategy, Geopolitical Strategy, and US Political Strategy.
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