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US Equity Flows: Robust Or Sputtering?
Six months in, 2025's been -- how should I put this? -- interesting, to employ a polite euphemism fo
U.S. equities seem to run every chance they get, but this administration keeps thwarting them with nearly every move. July should be a good month, but we may start to get some rather stark forward guidance once earnings reports begin to roll out. We also have not really seen any hard data on how immigration raids are impacting the economy yet. California is being targeted and it is a big part of the overall U.S. economy: think agriculture, home health and senior care, and the service economy.
Mostly CA is targeted because The King hates its “scary” governor and he wants him dead .. politically, at least. Trump knows nothing about our economy, the financial markets, our food supply, the importance of the workforce that feeds us or anything else, come to that. He has no clue what will happen if he screws up our biggest and most important state economy. Neither do his moron minions. Really.
The President DOES KNOW a lot about getting revenge for any & all slights, real or imagined.
H-Man, the flow seems to say go with it for the time being but down the road (into the fall) this could be a bumpy ride to the downside.