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2021 US Political Outlook
-Biden centrists vs progressives causes rift internally
-Mideast & African tensions
-COVID response, new lockdowns for Biden PR
-Stalemates in House & Senate bills
-Climate initiatives vs on-shoring desire
-Rogue Fed/Treasury continue to pump equities
-Biden centrists vs progressives causes rift internally
-Mideast & African tensions
-COVID response, new lockdowns for Biden PR
-Stalemates in House & Senate bills
-Climate initiatives vs on-shoring desire
-Rogue Fed/Treasury continue to pump equities
-EU Honeymoon short lived
-Stimulus fight, targeted political projects
-Infrastructure Bill theatrics problems(progressives block)
-Dollar rise in January, fall rest of year
-Rolling back Trump policies hampers economic progress
-Lockdown politics interference in supply chain
-Stimulus fight, targeted political projects
-Infrastructure Bill theatrics problems(progressives block)
-Dollar rise in January, fall rest of year
-Rolling back Trump policies hampers economic progress
-Lockdown politics interference in supply chain
Rogue Fed/Treasury continue to pump equities
As lockdowns are implemented and the economy stutters, the Fed/Treasury will resort to its March 2020 actions of pumping certain equities to keep the the markets afloat. They are fearful of Trump gaining credit for the past 3 years
As lockdowns are implemented and the economy stutters, the Fed/Treasury will resort to its March 2020 actions of pumping certain equities to keep the the markets afloat. They are fearful of Trump gaining credit for the past 3 years
of economic expansion which would put the Biden administration under a microscope leading to 2022 Dem House majority loss and a resurgent 2024 Trump. The two easiest equites to pump will be Adobe and Facebook going forward.
