HomeMarketsBondsGrowth vs Interest Rates: Trump 2.0 Battle

Growth vs Interest Rates: Trump 2.0 Battle

George Cipollini explains the bond market reaction to today’s jobs report. He says the tension between market growth and interest rates will be the battle for the next four years. He says he’s looking for cheap equities with a growth story, because the Mag 7 can’t run their P/E ratios much farther up.

10 Jan 2025

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