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The Best (And Worst) Outcomes For 2025, According To Fund Managers
If you had to make a list of prospective good outcomes for 2025, which would you put first: Peace in Ukraine or a durable recovery in the Chinese economy?
Most of us would say peace in Ukraine given the unfathomable scope of the human suffering there, but if you're a fund manager, you'd rather see Beijing figure it out on the stimulus front. After all, you're not dying in muddy trench warfare, but your portfolio's sensitive to the global growth impulse, and if the US economy were to falter, Chi
Wall Street doesn’t listen to Trump’s plans. If they did, cutting our labor supply, inflation, and recession would be right up front. In fairness, the covariance between BofA’s results and Trump activities is high but his demeanor is being totally misperceived. These don’t fit in with making him a hero – will they change Denali to Trump for this?