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2024年11月27日 · Heading into 2025, the global economy appears to have reached a balance: Moderate growth, disinflation and continued monetary easing could all bode well for markets, complemented by the potential for greater deregulation. But, with looming uncertainty in the U.S. around the policies of an incoming Trump administration, as well as their potential impact, …

2024年11月6日 · Trump’s re-election may lead to extension of his Tax Cuts and Jobs Act, likely increasing federal deficits while also supporting corporate valuation multiples. Proposed tariffs on Chinese goods, meanwhile, could raise inflation and weigh on U.S. economic growth. Deregulation in Trump’s second term could benefit sectors such as Energy, Financial …

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