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The Head of Macro Research view: Trump-starting the global economy

Two major policy uncertainties lie at the heart of the global outlook for 2025 and 2026. The first is the extent that US President-elect Donald Trump translates campaign promises into policy. Our view is that he will not fully deliver what he suggested on tariff increases, migrant deportations or fiscal ...

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The Head of Macro Research view: Trump-starting the global economy

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