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Posted by
Two Blokes Jul 1 -
Filed in
General
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#TwoBlokesTrading
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5 views
President Trump's spending bill and push for lower rates will drive liquidity, boosting stocks and bonds but pressuring the U.S. dollar and inflation. The Fed's likely dovish shift and SLR reduction will unleash trillions in bank balance sheet capacity, supporting risk assets in the near term.
