A reflection on the 2024 election and who tells your story. On Trump’s victory: market implications of a supply side boost from deregulation clashing against inflationary impulses of tariffs and deportations. The ten year Treasury will be the most reliable barometer of all. To conclude, an ode to vaccines and an RFK bibliography.

Eye On The Market

Michael Cembalest

"Kamilton": the 2024 election and who tells your story

NOV 6, 202420 MIN
Eye On The Market

"Kamilton": the 2024 election and who tells your story

NOV 6, 202420 MIN

Description

A reflection on the 2024 election and who tells your story. On Trump’s victory: market implications of a supply side boost from deregulation clashing against inflationary impulses of tariffs and deportations. The ten year Treasury will be the most reliable barometer of all. To conclude, an ode to vaccines and an RFK bibliography.