Every election cycle they write this exact piece and then the market does whatever it was going to do anyway. Regulatory clarity matters, sure, but I'm not losing sleep over midterm positioning.
Whoever controls the next Congress controls the spending path, and that spending path is what the Fed, and ultimately dollar liquidity, has to react to.
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Every election cycle they write this exact piece and then the market does whatever it was going to do anyway. Regulatory clarity matters, sure, but I'm not losing sleep over midterm positioning.