In this week's podcast, find out why looking ahead to 2025 and beyond, the impact of the election is shaping up with the following expectations: • Lower taxes for corporations and individuals • Reduced regulation, benefiting more domestic-oriented companies • Higher long-term Treasury rates and fewer Fed funds rate cuts • Weaker growth in global markets • A stronger USD, driven by better relative U.S. growth and higher yields • Higher inflation, driven by stronger economic growth and tariffs on imports
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