HomeMarketsU.S. EconomyInflation Here to Stay Until Spending Subsides

Inflation Here to Stay Until Spending Subsides

Ed Siddell says “we need to get spending under control” before we’ll see 2% inflation. However, he thinks Trump’s policies will be a net positive for markets, discussing tariffs and cutting federal jobs. He is staying on the sidelines until the beginning of 2025 but likes industrial and manufacturing names. 

The Watch List

20 Nov 2024

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