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By: Peter Doralt
We take an initial stroll along the campaign trail heading towards the U.S. elections in November – and tell you what potential signals to listen up for in all the noise likely to head your way.
Valuation under Trump: Optimism, scenarios, segmentation, flexible forecasts
Trump returns: Priorities are growth and winning
Last days to price best of all possibilities: Tough decisions after the elections
By: David Bianco
Clear for landing: Coming in steep, adjusting monetary and fiscal thrusters
U.S. Elections 2024 & Fiscal Repair: Taxes, tariffs or a third choice?
The AI speed train accelerates: Look far ahead, watch your speed
Summer portfolio: Strong sun with fading liquidity, apply sunscreen
Surging AI capex: Macro implications of its size and return on investment?
New S&P 500 target of 5300: A.I. lives and it needs food and shelter
The end of macro?: Some companies are so big they are the macro
Equity wealth and inflation: What would Milton Friedman say?
2024 Outlook: Long live this faint cycle or bumps toward a new one?
Capex: A corporate confidence signal
Stubborn inflation, deteriorating US fiscal health to curb bonds and stocks
