Many are wondering why the Trump administration and, primarily, Treasury Secretary Scott Bessent, are putting the brakes on the economy and letting US equities get pummeled.
This slide from Hedgeye n...
Exactly what the Dems wanted them to do. They're gonna get killed in the midterms. Saw a chart yesterday that March after election stocks was a strong predictor of midterms. Securing a generation of republican control was his mandate not cutting USAID or dropping the 10 year by 100 bps.
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