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Steve Davenport and Clem Miller discuss President-Elect Trump’s domestic agenda: deportations, tariffs, taxes, and energy. Will Trump have a durable Congressional majority to enact his policies? What can he do by Executive Order? Will he squander too much political capital on distractions or retribution? Even if his policies are enacted, what would be their true economic impact? Won’t deportations of employed immigrants, and broad-based tariffs lead to recession and higher inflation? What are our investment takeaways?
Straight Talk for All - Nonsense for None
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